Pelican Advisory LLC
Firm details
- Headquarters
- Covington, Louisiana
- CRD number
- 330658
- Website
- pelicanfo.com
- Custodians
- LPL FINANCIAL LLC, CITY NATIONAL ROCHDALE
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI59.39%
- Individuals36.49%
- Pension & Profit Sharing Plans2.96%
- Insurance Companies0.7%
- Charitable Organizations0.45%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pelican Advisory LLC is an independent, individually owned registered investment adviser operating as an LLC. The firm serves both individual and family clients and some institutional relationships, offering financial planning and discretionary portfolio management targeted at individuals and small businesses. Its fee model combines a percentage-of-assets-under-management schedule with fixed-fee engagements. The firm does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Other8%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1
Gabriel Martin
CoordinatorCRD 7815903
Contacts
3 of 3
Matthew Greene
PresidentCRD 3175382
Ashleigh Swayze
Managing MemberCRD 4632543
Jack Branch
Team LeaderCRD 4750894
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Covington, LA
Saint Tammany
Location
Covington, LA
Headquartered in Covington, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Saint Tammany
- Address
- 681 River Highlands Blvd
- Time zone
- CT (UTC-6)
- Office locations
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