Mariner Wealth Advisors Manasquan, LLC is a large advisory firm based in Overland Park. It manages $1.07 billion of regulatory assets for 3,493 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Florida, Kansas, and 8 other states.
Mariner Wealth Advisors Manasquan provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for approximately 600 clients. On top of advisory services, the firm also engages as certain representatives sell insurance products.
The assets under management (AUM) of Mariner Wealth Advisors Manasquan, LLC is $1.07 billion. The firm's AUM has grown by 43% since the beginning of its operation, and $1.06 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Mariner Wealth Advisors Manasquan, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Mariner Wealth Advisors Manasquan is high net worth individuals with 245 clients and $883.95 million of assets under management. Among the 7 most similar advisory firms, Mariner Wealth Advisors Manasquan has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.07 billion for 599 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Mariner Wealth Advisors Manasquan doesn't advise any private funds.
The company employs 19 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. 12 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Katrina Delores Scott has served as the Chief Investment Officer since 1 Jan 2018. Inc. Housen Holding Co. joined the executive team most recently as the Owner.
The principal office where Mariner Wealth Advisors Manasquan, LLC performs its advisory services is located at 5700 W. 112 Street, Overland Park, KS 66211, which is also the mailing address of the firm. An additional office of the firm is in Fort Lauderdale, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 9139045700 or by fax 9139045701. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at marinerwealthadvisors.com/manasquan.