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PELORUS FINANCIAL, LLC
CRD 299043
4109 LITTLE RD STE 101, TRINITY, FL, 34655, United States
Phone
(727) 287-4892
Fax
727-339-6760
Registration
— (—)
Source
State registered
Total AUM
$46.8M
Discretionary AUM
$46.8M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $19.5M |
| High net worth individuals | 13 | $27.1M |
| Charitable organizations | 1 | $93K |
| Corporations/business entities | 1 | $67K |
All web addresses on file
Official SEC filing: View on IAPD