VANTAGE INVESTMENT ADVISORS, LLC
Legal name: MARINER WEALTH ADVISORS
CRD #174099 SEC #801-80790 OVERLAND PARK, KS 913-904-5700
SEC Registered
Total AUM
$1.4B
Discretionary
$1.3B
Employees
24
Clients
1
Accounts
7,916
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2018 | $1.4B | $1.3B | $43.9M | 24 | 0 |
| Mar 2018 | $1.4B | $1.3B | $43.9M | 24 | 0 |
| Jul 2017 | $1.2B | $1.1B | $58.9M | 22 | 3,900 |
| Feb 2017 | $1.2B | $1.1B | $58.9M | 22 | 3,900 |
| Feb 2017 | $1.2B | $1.1B | $58.9M | 22 | 3,900 |
| Jul 2016 | $1.1B | $1.1B | $55.8M | 17 | 3,900 |
| Jan 2016 | $1.1B | $1.1B | $55.8M | 17 | 3,900 |
| Oct 2015 | $1.1B | $1.1B | $25M | 14 | 3,900 |
| Sep 2015 | $1.1B | $1.1B | $25M | 14 | 3,900 |
| Jun 2015 | $1.1B | $1.1B | $25M | 14 | 3,900 |
| Mar 2015 | $1.1B | $1.1B | $25M | 14 | 3,900 |
| Jan 2015 | $0 | $0 | $0 | 0 | 0 |
| Dec 2014 | $0 | $0 | $0 | 0 | 0 |
DateJul 2018
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$43.9M
Employees24
Clients0
DateMar 2018
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$43.9M
Employees24
Clients0
DateJul 2017
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$58.9M
Employees22
Clients3,900
DateFeb 2017
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$58.9M
Employees22
Clients3,900
DateFeb 2017
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$58.9M
Employees22
Clients3,900
DateJul 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$55.8M
Employees17
Clients3,900
DateJan 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$55.8M
Employees17
Clients3,900
DateOct 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$25M
Employees14
Clients3,900
DateSep 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$25M
Employees14
Clients3,900
DateJun 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$25M
Employees14
Clients3,900
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$25M
Employees14
Clients3,900
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0