Investment adviser · CRD 174099
MARINER WEALTH ADVISORS
Investment adviser filing (IA)
VANTAGE INVESTMENT ADVISORS, LLC
OVERLAND PARK, KS, United States · Form ADV filed Jul 31, 2018
- Regulatory AUM
- $1.38B Form ADV · Item 5.F
- Client accounts
- 7,916 Accounts, not individual clients
- Employees
- 24 Reported in this filing
- Advisory professionals
- 14 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 277 | $701,293,148 | 50.6% |
| Individuals | 4,244 | $645,319,331 | 46.6% |
| Retirement plans | 69 | $28,858,910 | 2.1% |
| Corporations & businesses | 12 | $5,547,273 | 0.4% |
| Charities | 20 | $3,923,199 | 0.3% |
Filing source
Form ADV 1232379 · Jul 31, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Jul 31, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
5700 W. 112TH STREET, SUITE 500OVERLAND PARK, KS, 66211, United States
CRD 174099
Filing source
Form ADV 1232379 · Jul 31, 2018 · 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.