MARINER

MARINER MANAGED ACCOUNT SOLUTIONS, LLC

CRD 151664 · SEC 801-71691

5700 WEST 112TH STREET, SUITE 500, OVERLAND PARK,, KS, 66211, United States

Phone

9139045700

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.77B

Discretionary AUM

$2.74B

Team

13 total employees; 7 advisory reps

Clients

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Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)

Type	Clients	AUM
Individuals	3491	$2.35B
High net worth individuals	46	$423.8M

VT, AK, AZ, CA, DC, GA, IL, KS, LA, ME, MD, MA, MI, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, UT, VA, MO, WA, TX, NH, CT, FL

Official SEC filing: View on IAPD