MARINER INDEPENDENT

5700 West 112th Street
Suite 500
Overland Park, Kansas 66211
Tel: 650-571-1934

About MARINER INDEPENDENT

MARINER INDEPENDENT, formally registered with the SEC as MARINER INDEPENDENT. The firm was established in 09/12/2019. They have over 34 offices throughout the country.

MARINER INDEPENDENT is a Overland Park, Kansas based Financial Planning firm with nearly $4,345,628,317 assets under management, offering retirement planning & investment advisory services to 8802 clients. The firm is staffed with 102 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305418
SEC#	801-117332
Assets Managed by Firm	$4,345,628,317
No. of Clients	8802
No. of Advisors	102

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	8802	$4,345,628,317
Individuals (other than high net worth individuals)	1326	$529,539,361
High net worth individuals	1011	$3,771,950,740
Pension and profit sharing plans	Fewer than 5 clients	$1,009,790
Charitable organizations	Fewer than 5 clients	$7,375,806
Corporations or other businesses	25	$35,752,620

More Retirement Planning firms in Overland Park, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CREATIVE PLANNING 5454 W. 110th Street Overland Park, KS, 66211	$217,399,324,981	269686	1428
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
AE WEALTH MANAGEMENT, LLC 2950 Sw Mcclure Road, Suite B Topeka, KS, 66614	$27,082,623,332	277294	578
PRIME CAPITAL FINANCIAL 6201 College Blvd., Suite #150 Overland Park, KS, 66211	$24,362,866,552	30635	353

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