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PELICAN ADVISORY LLC
CRD 330658
681 RIVER HIGHLAND BLVD., COVINGTON, LA, 70433, United States
Phone
985-237-4033
Fax
540-383-8082
Registration
— (—)
Source
State registered
Total AUM
$89.5M
Discretionary AUM
$89.5M
Team
4 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 146 | $38.4M |
| High net worth individuals | 38 | $46.9M |
| Pension/profit sharing plans | 8 | $2.9M |
| Charitable organizations | 2 | $537K |
| Insurance companies | 1 | $829K |
All web addresses on file
Official SEC filing: View on IAPD