Rr Mariner, LLC (Leawood)

Rr Mariner, LLC is a large advisory firm based in Leawood. It manages $549.31 million of regulatory assets for 1,119 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, Connecticut, Florida, and 6 other states.

Rr Mariner provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and consulting and tax preparation. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rr Mariner: assets under management

The assets under management (AUM) of Rr Mariner, LLC is $549.31 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $481.49 million in discretionary accounts and $67.82 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $554.07 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $271.27 thousand.

Rr Mariner has custody of $4.87 million in cash and securities for 14 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rr Mariner, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rr Mariner, LLC

Rr Mariner, LLC is owned by Cheryl Renee Vohland. Llc Mariner Wealth Advisors joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Cheryl Renee Vohland	Owner/chief compliance officer	1 Oct 2013	75% - 100%	4906804
Cheryl Renee Vohland	Chief compliance officer	1 Nov 2013	Other	4906804
Llc Mariner Wealth Advisors	Managing member	1 Nov 2013	50% - 75%	140195
Richard Alan Rosenberg	Managing partner	1 Nov 2013	Other	4619434
Rosario Joseph Ruffino	Managing partner	1 Nov 2013	Other	4355715
Justin Blake Mccarthy	Partner	1 Nov 2013	Other	5225789
Llc Rr Advisory Group	Managing member	1 Nov 2013	25% - 50%	124540

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Richard Alan Rosenberg	Owner	1 Jan 2003	25% - 50%	4619434
Rosario Joseph Ruffino	Owner	1 Nov 2005	25% - 50%	4355715
Llc Mariner Holdings	Managing member	1 Sep 2008	75% - 100%	26-2766689
Llc Bicknell Family Holding Co.	Owner	1 Jun 2009	75% - 100%	26-0534255
Bicknell Family Management Company Trust	Managing member	1 Jun 2009	75% - 100%	20-7480290
Martin Christopher Bicknell	Trustee	1 Jun 2009	Other	2007121
William Allen Freeman	Trustee	1 Jun 2009	Other	5682255

Based in Leawood

The principal office where Rr Mariner, LLC performs its advisory services is located at 4200 West 115 Th Street, Leawood, KS 66211, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-647-9700 or by fax 913-647-9725. The normal business hours are 8:00am - 5:00pm on Monday - Friday.