RIA Intelligence

CNL INSTITUTIONAL ADVISORS, INC.

CRD #128972 SEC #801-62543 ORLANDO, FL 407-650-1000
SEC Registered
Total AUM
$10.3M
Discretionary
$0
Employees
5
Clients
0
Accounts
3

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 30, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BOURNE, ROBERT, ARTHURIPRESIDENT/CIO/TREASURERNA Control
BOURNE, ROBERT, ARTHURICEOCIO/TREASURERNA Control
BOURNE, ROBERT, ARTHURIPRESIDENT/CIO/TREASURERNA Control
BOURNE, ROBERT, ARTHURIPRESIDENT/CIO/TREASURERNA Control
JAFARNIA, KAMALICCO/VPNA Control
LOWRY, CONSTANCE, ANNISVP OF FINANCENA Control
LOWRY, CONSTANCE, ANNISVP OF FINANCENA Control
LOWRY, CONSTANCE, ANNICFONA Control
PETERSEN, MARK, VINCENTIEVPNA Control
PETERSEN, MARK, VINCENTIEVPNA Control
PETERSEN, MARK, VINCENTIEVPNA Control
ROSE, MADELINE, EUSTICEISECRETARYNA Control
ROSE, MADELINE, EUSTICEISECRETARYNA Control
ROSE, MADELINE, EUSTICEISECRETARYNA Control
SANDERS, JOHN, GRAYSONIPRESIDENTNA Control
SENEFF, JAMES, MONROEICHARIMAN/CEONA Control
SENEFF, JAMES, MONROEICHARIMANNA Control
SENEFF, JAMES, MONROEICHARIMAN/CEONA Control
SENEFF, JAMES, MONROEICHARIMAN/CEONA Control
TIPTON, TAMMY, JOISECRETARY/SVP FINANCENA Control
CNL CAPITAL MARKETS, INC.DESHAREHOLDER/DIRECT OWNERE Control
CNL CAPITAL MARKETS, INC.DESHAREHOLDER/DIRECT OWNERE Control
CNL CAPITAL MARKETS, INC.DESHAREHOLDER/DIRECT OWNERE Control
CNL CAPITAL MARKETS, INC.DESHAREHOLDER/DIRECT OWNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
CNL FINANCIAL GROUP, INC.DECNL CAPITAL MARKETS, INC.E Control
CNL FINANCIAL GROUP, INC.DECNL CAPITAL MARKETS, INC.E Control
CNL FINANCIAL GROUP, INC.DECNL CAPITAL MARKETS, INC.E Control
CNL FINANCIAL GROUP, INC.DECNL CAPITAL MARKETS, INC.E Control
CNL HOLDINGS, INC.DECNL FINANCIAL GROUP, INC.E Control
CNL HOLDINGS, INC.DECNL FINANCIAL GROUP, INC.E Control
CNL HOLDINGS, INC.DECNL FINANCIAL GROUP, INC.E Control
CNL HOLDINGS, INC.DECNL FINANCIAL GROUP, INC.E Control
SENEFF, DAYLE, LYNNICNL HOLDINGS, INC.D
SENEFF, DAYLE, LYNNICNL HOLDINGS, INC.D
SENEFF, DAYLE, LYNNICNL HOLDINGS, INC.D
SENEFF, DAYLE, LYNNICNL HOLDINGS, INC.D
SENEFF, JAMES, MONROEICNL HOLDINGS, INC.D
SENEFF, JAMES, MONROEICNL HOLDINGS, INC.D
SENEFF, JAMES, MONROEICNL HOLDINGS, INC.D
SENEFF, JAMES, MONROEICNL HOLDINGS, INC.D

Registrations

Federal

IA
Nov 30, 2005 REGISTERED

Notice Filings (2)

FL TX

Address

450 SOUTH ORANGE AVE.,
ORLANDO, FL 32801
USA
Phone: 407-650-1000