Investment adviser · CRD 226646

MARINER WEALTH ADVISORS

Investment adviser filing (IA)

MARINER WEALTH ADVISORS-CHICAGO, LLC

OVERLAND PARK, KS, United States · Form ADV filed Mar 28, 2017

Regulatory AUM
$285M
Form ADV · Item 5.F
Client accounts
550
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
6
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 28, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed

Principal office

5700 W. 112 STREET, SUITE 500
OVERLAND PARK, KS, 66211, United States

CRD 226646

Filing source

Form ADV 1093533 · Mar 28, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.