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Building 2MARINER

Map pinOVERLAND PARK,, KS
Phone9139045700
NotebookSEC #801-71691
Total AUM
$2.8B
Employees
13
Clients
3,537

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5700 WEST 112TH STREET
SUITE 500
OVERLAND PARK,
KS 66211
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
9139045700
Other Offices
2

ReceiptFinancials

Total AUM
$2.8B
Accounts
6,147
Discretionary
$2.7B
Accounts
6,076
Non-Discretionary
$35.1M
Accounts
71

ContactClients

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Individual Clients
3,491
AUM
$2.3B
HNW Individual Clients
46
AUM
$423.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACTDCFLGAILKSLAMAMDMEMIMONCNHNJNMNYOHORPARISCTNTXUTVAVTWA

HandshakeAffiliates

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Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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