Investment adviser · CRD 169459

MARINER WEALTH ADVISORS

Investment adviser filing (IA)

MARINER WEALTH ADVISORS-NYC, LLC

OVERLAND PARK, KS, United States · Form ADV filed Aug 27, 2017

Regulatory AUM
$724M
Form ADV · Item 5.F
Client accounts
1,125
Accounts, not individual clients
Employees
37
Reported in this filing
Advisory professionals
10
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: Aug 27, 2017. View historical filings

Reported services

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

Compensation

Percentage of assets · Hourly · Fixed

Principal office

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

CRD 169459

Filing source

Form ADV 1128648 · Aug 27, 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.