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PELICAN INVESTMENT ADVISORS, LLC
CRD 313227 · SEC 801-136209
10307 JEFFERSON HIGHWAY, SUITE A, BATON ROUGE, LA, 70809, United States
Phone
225-293-9283
Fax
225-293-9285
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$128.5M
Discretionary AUM
$128.3M
Team
12 total employees; 10 advisory reps; 5 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-04-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 190 | $26.8M |
| High net worth individuals | 40 | $64.2M |
| Pension/profit sharing plans | 40 | $36.2M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD