Mariner Wealth Advisors - Los Angeles

EST. AUM
$5,000,000,000

CONTACTS
9

CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number
Website marinerwealthadvisors.com
Client types

Overview

AdvicePeriod is an advisor firm headquartered in Los Angeles and with locations across the US. The firm partnered with Mariner Wealth Advisors in 2021. AdvicePeriod predominantly allocates client assets to passive or quasi-passive (tax enhanced) strategies utilizing publicly traded securities such as ETFs and mutual funds, or one or more portfolios of liquid securities that are professionally managed. Nevertheless, individual client circumstances may dictate the use of other types of securities, actively managed portfolios, or alternative investments. When utilizing active portfolio managers, alternative assets, or strategies that otherwise deviate from the general asset classes used when modeling client portfolios, AdvicePeriod relies on research provided by professional companies dedicated to the business of providing investment manager research and due diligence. The firm has elected to utilize the services of one or more professional research firms because AdvicePeriod believes that its resource allocation is more effective when allocated to wealth/financial planning, income and estate tax planning, and discipline around strategic asset allocation.

Platform Details

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Investment Preferences

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Alternative Activity

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Address

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

Mariner Wealth Advisors - Los Angeles

Platform Details

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