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Building 2MARINER WEALTH ADVISORS

Map pinOVERLAND PARK, KS
Phone913-904-5700
NotebookSEC #801-77358
Total AUM
$1.1B
Employees
22
Clients
520

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5700 W. 112TH STREET
SUITE 500
OVERLAND PARK
KS 66211
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
913-904-5700
Other Offices
3

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,308
Discretionary
$1.1B
Accounts
1,308
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
242
AUM
$108.8M
HNW Individual Clients
253
AUM
$861.1M
Charitable Organization Clients
14
AUM
$69M
Corporation or Business Clients
11
AUM
$12M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCDEFLKSLAMANCNENHNJNYPATXVAVT

HandshakeAffiliates

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Affiliates
Reported 22 business affiliates.
Claimed Affiliates
Reported as an affiliate by 22 other businesses.

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