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MARINER INSTITUTIONAL, LLC
CRD 111964 · SEC 801-58253
531 W MORSE BLVD, SUITE 200, WINTER PARK, FL, 32789, United States
Phone
844-442-6326
Fax
863-292-8717
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.82B
Discretionary AUM
$2.82B
Team
148 total employees; 148 advisory reps; 891 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisersINVESTMENT AND FIDUCIARY GOVERNANCE CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 8 | $513.8M |
| Pension/profit sharing plans | 14 | $569.7M |
| Charitable organizations | 19 | $1.09B |
| State/municipal entities | 8 | $456.8M |
| Corporations/business entities | 10 | $195.7M |
States served
AZ, DC, IL, IN, IA, KS, KY, LA, MA, MI, NE, NV, OH, OK, PA, WI, MO, TX, FL
All web addresses on file
- https://www.marinerwealthadvisors.com/our-services/business/mariner-institutional/
- https://www.marinerwealthadvisors.com/
- https://www.linkedin.com/company/andco-consulting/mycompany
- https://www.linkedin.com/company/access-mariner/
- https://www.marinerwealthadvisors.com/southeastern-advisory-services/?utm_source=redirect&utm_medium=southeastern&utm_campaign=w
Official SEC filing: View on IAPD