Mariner Independent

RIASEC RegisteredEst. 2019

Total AUM

$7.3B

Discretionary

$6.6B

90% of AUM

Avg account

$509K

Accounts

14,426

Employees

161

Advisory reps

127

Firm details

Headquarters: Overland Park, Kansas
CRD number: 305418
Registered since: September 12, 2019
Website: www.marineradvisornetwork.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI80.62%
Individuals15.42%
Corporations / Businesses3.9%
Charitable Organizations0.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Mariner Independent is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2019. The firm serves both individual/family and institutional clients and identifies itself as a capital allocator that employs a range of fee arrangements, including asset-based fees, hourly charges, and fixed fees. Its advisory scope spans financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. The firm also publishes periodicals and runs educational seminars and workshops. Filings flag Mariner Independent as an active ESG investor and list a variety of industry affiliations such as broker‑dealer, trust company, insurance company and sponsor/GP of pooled vehicles.