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Building 2MARINER WEALTH ADVISORS

Map pinCINCINNATI, OH
Phone513-421-3100
NotebookSEC #801-77253
Total AUM
$2.8B
Employees
37
Clients
1,088

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
312 WALNUT STREET
SUITE 2300
CINCINNATI
OH 45202
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
513-421-3100
Other Offices
3

ReceiptFinancials

Total AUM
$2.8B
Accounts
3,402
Discretionary
$2.8B
Accounts
3,402
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
403
AUM
$196.7M
HNW Individual Clients
647
AUM
$2.4B
Pension/Profit Sharing Plan Clients
9
AUM
$57.5M
Charitable Organization Clients
7
AUM
$13.7M
Corporation or Business Clients
22
AUM
$170.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDCFLGAHIILINKSKYLAMAMIMNMONCNJNYOHORPARISCTNTXUTVAVT

HandshakeAffiliates

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Affiliates
Reported 23 business affiliates.
Claimed Affiliates
Reported as an affiliate by 24 other businesses.

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