MARINER INSTITUTIONAL, LLC

WINTER PARK, Florida·7 registered advisors·CRD# 111964
SEC# 801-582537844-442-6326
01

Firm Overview

AUM
$977M
Regulatory assets under management
Employees
90
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Investment Management
04

Advisors at MARINER INSTITUTIONAL, LLC

7 registered advisors
David Elliott West
ORLANDO, Florida
Joseph Richard Bogdahn
ORLANDO, Florida
Kenny Pointer
WINTER PARK, Florida
Michael Francis Welker
WINTER PARK, Florida
Robert Winfield Little
ORLANDO, Florida
Sara Pennisi Searle
WINTER PARK, Florida
Troy Eric Brown
WINTER PARK, Florida
CFA
05

Office Locations

WINTER PARK, Florida
4 advisors
ORLANDO, Florida
3 advisors

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Data sourced from SEC Form ADV filings. MARINER INSTITUTIONAL, LLC (CRD# 111964) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.