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Mariner Hfg, LLC (Manasquan)


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.

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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.

Mariner Hfg: assets under management

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 firm manages $43.55 million in discretionary accounts and $703.35 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $192.71 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $289.56 thousand.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 8 indirect owners.

Name Entity Date acquired Ownership Employer ID
Christopher Robert Housen Owner 1 Feb 1994 75% - 100% 2147247
Martin Christopher Bicknell Elected manager of bicknell family holding company 1 Jul 2007 Other 2007121
Llc Bicknell Family Holding Co. Member 1 Apr 2008 75% - 100% 26-0534255
Llc Mariner Holdings Managing member 1 Sep 2008 50% - 75% 26-2766689
Llc Bicknell Family Holding Co. Owner 1 Jun 2009 75% - 100% 26-0534255
Martin Christopher Bicknell Trustee 1 Jun 2009 Other 2007121
Bicknell Family Management Company Trust Managing member 1 Jun 2009 Other 20-7480290
William Allen Freeman Trustee 1 Jun 2009 Other 5682255

Based in Manasquan

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.


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