Mariner Hfg, LLC is a large advisory firm based in Manasquan. It manages $746.9 million of regulatory assets for 2,655 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Florida, Kansas, Massachusetts, and 7 other states.
Mariner Hfg provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mariner Hfg, LLC is $746.9 million. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mariner Hfg, LLC for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Mariner Hfg, LLC performs its advisory services is located at 229 East Main Street, Manasquan, NJ 08736 The mailing address of the firm is 4200 West 115 Th Street, Leawood, KS 66211. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 732-223-5505 or by fax 732-223-3640. 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 housenfinancial.com.