MARINER WEALTH ADVISORS-CHICAGO, LLC
Legal name: MARINER WEALTH ADVISORS
CRD #226646 SEC #801-96342 LEAWOOD, KS 913-647-9700
SEC Registered
Total AUM
$158.8M
Discretionary
$158.8M
Employees
4
Clients
101
Accounts
301
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $285.2M | $285.2M | $0 | 8 | 200 |
| Nov 2016 | $158.8M | $158.8M | $0 | 4 | 100 |
| Jul 2016 | $158.8M | $158.8M | $0 | 4 | 100 |
| Apr 2016 | $158.8M | $158.8M | $0 | 4 | 100 |
| Mar 2016 | $158.8M | $158.8M | $0 | 4 | 100 |
| Jan 2016 | $0 | $0 | $0 | 1 | 0 |
| Sep 2015 | $0 | $0 | $0 | 1 | 0 |
| Aug 2015 | $0 | $0 | $0 | 0 | 0 |
| Jun 2015 | $0 | $0 | $0 | 0 | 0 |
| May 2015 | $0 | $0 | $0 | 0 | 0 |
DateMar 2017
Total AUM$285.2M
Discretionary$285.2M
Non-Disc.$0
Employees8
Clients200
DateNov 2016
Total AUM$158.8M
Discretionary$158.8M
Non-Disc.$0
Employees4
Clients100
DateJul 2016
Total AUM$158.8M
Discretionary$158.8M
Non-Disc.$0
Employees4
Clients100
DateApr 2016
Total AUM$158.8M
Discretionary$158.8M
Non-Disc.$0
Employees4
Clients100
DateMar 2016
Total AUM$158.8M
Discretionary$158.8M
Non-Disc.$0
Employees4
Clients100
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0