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 SEC-registered in 2019. The firm serves both individuals/families and institutional clients and operates as a capital allocator that engages external managers across a range of strategies. Its client work spans financial planning, discretionary portfolio management for both individuals/small businesses and institutional entities, selection of other advisers, pension-related consulting, and investor education through publications and seminars. Fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Mariner reports being an active ESG investor and maintains commercial relationships or affiliations across brokerage, trust, insurance and sponsor/manager roles in pooled vehicles.