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Mariner Wealth Advisors - Bloomfield Hills

EST. AUM
$100,000,000

CONTACTS
6

CLIENT ACCOUNTS

Firm Details

Metro area Detroit
CRD Number
Website marinerwealthadvisors.com
Client types

Overview

The company, based in the Detroit, Michigan area, partners with clients such as community banks, credit unions, insurance companies, other institutions, and individuals to develop coordinated investment and financial plans. Specializing in assisting clients with complex regulatory, financial, and tax requirements, the company provides a range of institutional investment advisory services. These services include investment portfolio management, bond accounting, asset/liability management (ALM), consulting, mortgage servicing rights valuations, and independent third-party ALM model reviews and validations.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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