Mariner Independent

RIASEC Registered

Total AUM

$7.3B

Discretionary

$6.6B

90% of AUM

Avg account

$509K

Accounts

14,426

Employees

161

Advisory reps

130

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, SEC-registered investment adviser (registered in 2019) that serves both individual and institutional clients. The firm operates as a capital allocator and offers a mix of portfolio management and financial planning services, including advisory work for small businesses, institutions, pension consulting, and selection of other advisers. Its fee arrangements include percentage-of-assets, hourly fees, and fixed fees. Mariner Independent also engages in thought leadership and client education through periodicals and seminars, and identifies as an active ESG investor.