MARINER WEALTH ADVISORS-MANASQUAN, LLC
Legal name: MARINER WEALTH ADVISORS
CRD #171018 SEC #801-79628 OVERLAND PARK, KS 9139045700
SEC Registered
Total AUM
$1.1B
Discretionary
$328.7M
Employees
19
Clients
--
Accounts
3,493
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2018 | $1.1B | $328.7M | $738M | 19 | 0 |
| Mar 2018 | $1.1B | $328.7M | $738M | 19 | 0 |
| Jun 2017 | $944.2M | $264M | $680.2M | 22 | 600 |
| Mar 2017 | $944.2M | $264M | $680.2M | 22 | 600 |
| Nov 2016 | $794.3M | $103.3M | $691M | 17 | 600 |
| Jun 2016 | $794.3M | $103.3M | $691M | 17 | 600 |
| Mar 2016 | $794.3M | $103.3M | $691M | 17 | 600 |
| Oct 2015 | $746.9M | $43.6M | $703.4M | 8 | 500 |
| May 2015 | $746.9M | $43.6M | $703.4M | 8 | 500 |
| May 2015 | $746.9M | $43.6M | $703.4M | 8 | 500 |
| Apr 2015 | $746.9M | $43.6M | $703.4M | 8 | 500 |
| Mar 2015 | $746.9M | $43.6M | $703.4M | 8 | 500 |
| Jul 2014 | $727.1M | $24.7M | $702.4M | 7 | 500 |
| Apr 2014 | $0 | $0 | $0 | 1 | 0 |
DateJul 2018
Total AUM$1.1B
Discretionary$328.7M
Non-Disc.$738M
Employees19
Clients0
DateMar 2018
Total AUM$1.1B
Discretionary$328.7M
Non-Disc.$738M
Employees19
Clients0
DateJun 2017
Total AUM$944.2M
Discretionary$264M
Non-Disc.$680.2M
Employees22
Clients600
DateMar 2017
Total AUM$944.2M
Discretionary$264M
Non-Disc.$680.2M
Employees22
Clients600
DateNov 2016
Total AUM$794.3M
Discretionary$103.3M
Non-Disc.$691M
Employees17
Clients600
DateJun 2016
Total AUM$794.3M
Discretionary$103.3M
Non-Disc.$691M
Employees17
Clients600
DateMar 2016
Total AUM$794.3M
Discretionary$103.3M
Non-Disc.$691M
Employees17
Clients600
DateOct 2015
Total AUM$746.9M
Discretionary$43.6M
Non-Disc.$703.4M
Employees8
Clients500
DateMay 2015
Total AUM$746.9M
Discretionary$43.6M
Non-Disc.$703.4M
Employees8
Clients500
DateMay 2015
Total AUM$746.9M
Discretionary$43.6M
Non-Disc.$703.4M
Employees8
Clients500
DateApr 2015
Total AUM$746.9M
Discretionary$43.6M
Non-Disc.$703.4M
Employees8
Clients500
DateMar 2015
Total AUM$746.9M
Discretionary$43.6M
Non-Disc.$703.4M
Employees8
Clients500
DateJul 2014
Total AUM$727.1M
Discretionary$24.7M
Non-Disc.$702.4M
Employees7
Clients500
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0