MARINER WEALTH ADVISORS-NYC, LLC
Legal name: MARINER WEALTH ADVISORS
CRD #169459 SEC #801-78721 OVERLAND PARK, KS 9139045700
SEC Registered
Total AUM
$724.1M
Discretionary
$689.5M
Employees
37
Clients
251
Accounts
1,125
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2017 | $724.1M | $689.5M | $34.6M | 37 | 300 |
| Mar 2017 | $724.1M | $689.5M | $34.6M | 37 | 300 |
| Nov 2016 | $711M | $612.1M | $98.9M | 35 | 300 |
| Mar 2016 | $711M | $612.1M | $98.9M | 35 | 300 |
| Oct 2015 | $675.8M | $594.4M | $81.4M | 32 | 200 |
| May 2015 | $675.8M | $594.4M | $81.4M | 32 | 200 |
| Mar 2015 | $675.8M | $594.4M | $81.4M | 32 | 200 |
| Mar 2015 | $675.8M | $594.4M | $81.4M | 32 | 200 |
| Mar 2015 | $675.8M | $594.4M | $81.4M | 32 | 200 |
| Jan 2015 | $656.5M | $579.5M | $77M | 21 | 200 |
| Mar 2014 | $609.5M | $538.9M | $70.6M | 21 | 200 |
| Dec 2013 | $549.3M | $481.5M | $67.8M | 20 | 0 |
| Oct 2013 | $0 | $0 | $0 | 0 | 0 |
| Oct 2013 | $0 | $0 | $0 | 0 | 0 |
DateAug 2017
Total AUM$724.1M
Discretionary$689.5M
Non-Disc.$34.6M
Employees37
Clients300
DateMar 2017
Total AUM$724.1M
Discretionary$689.5M
Non-Disc.$34.6M
Employees37
Clients300
DateNov 2016
Total AUM$711M
Discretionary$612.1M
Non-Disc.$98.9M
Employees35
Clients300
DateMar 2016
Total AUM$711M
Discretionary$612.1M
Non-Disc.$98.9M
Employees35
Clients300
DateOct 2015
Total AUM$675.8M
Discretionary$594.4M
Non-Disc.$81.4M
Employees32
Clients200
DateMay 2015
Total AUM$675.8M
Discretionary$594.4M
Non-Disc.$81.4M
Employees32
Clients200
DateMar 2015
Total AUM$675.8M
Discretionary$594.4M
Non-Disc.$81.4M
Employees32
Clients200
DateMar 2015
Total AUM$675.8M
Discretionary$594.4M
Non-Disc.$81.4M
Employees32
Clients200
DateMar 2015
Total AUM$675.8M
Discretionary$594.4M
Non-Disc.$81.4M
Employees32
Clients200
DateJan 2015
Total AUM$656.5M
Discretionary$579.5M
Non-Disc.$77M
Employees21
Clients200
DateMar 2014
Total AUM$609.5M
Discretionary$538.9M
Non-Disc.$70.6M
Employees21
Clients200
DateDec 2013
Total AUM$549.3M
Discretionary$481.5M
Non-Disc.$67.8M
Employees20
Clients0
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0