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Cnl Institutional Advisors Inc (Orlando)


Cnl Institutional Advisors Inc is a large advisory firm based in Orlando. It manages $50 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.

Cnl Institutional Advisors provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cnl Institutional Advisors: assets under management

The assets under management (AUM) of Cnl Institutional Advisors Inc is $50 million. The firm's AUM has gone down by -64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cnl Institutional Advisors Inc for their services and products based on a percentage of assets under management. 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 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
James Monroe Seneff Shareholder 1 Jan 2000 50% - 75% 727193
Dayle Lynn Seneff Shareholder 1 Jan 2000 50% - 75% 1969570
Inc. Cnl Holdings Shareholder 1 Jan 2000 75% - 100% 59-3618797
Inc. Cnl Financial Group Shareholder 1 Jan 2000 75% - 100% 59-2046903

Based in Orlando

The principal office where Cnl Institutional Advisors Inc performs its advisory services is located at 450 South Orange Avenue, Orlando, FL 32801 The mailing address of the firm is P.O. Box 4920, Orlando, FL 32802 4920. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-650-1000 or by fax 407-423-2894. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday.


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