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Home > Retirement Planners > florida > winter park > MARINER INSTITUTIONAL, LLC
MARINER INSTITUTIONAL, LLC
531 W Morse Blvd
Suite 200
Winter Park, Florida 32789
Tel: 844-442-6326
About MARINER INSTITUTIONAL, LLC
MARINER INSTITUTIONAL, LLC, formally registered with the SEC as MARINER INSTITUTIONAL, LLC. The firm was established in 01/10/2001. They have over 8 offices throughout the country.
MARINER INSTITUTIONAL, LLC is a Winter Park, Florida based Financial Planning firm with nearly $976,600,000 assets under management, offering retirement planning & investment advisory services to 24 clients. The firm is staffed with 90 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111964 |
| SEC# | 801-58253 |
| Assets Managed by Firm | $976,600,000 |
| No. of Clients | 24 |
| No. of Advisors | 90 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (INVESTMENT AND FIDUCIARY GOVERNANCE CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 24 | $976,600,000 |
| Pension and profit sharing plans | 13 | $459,600,000 |
| Charitable organizations | 1 | $78,000,000 |
| Corporations or other businesses | 4 | $125,900,000 |
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