PELICAN ADVISORY LLC

Overview

Pelican Advisory LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individuals and families as well as select institutional clients, providing financial planning and portfolio management for individuals and small businesses. Fee arrangements combine a percentage-of-AUM model with fixed-fee engagements. Pelican Advisory manages client assets on a discretionary basis and shows a clear tilt toward equities: exchange-traded equities are identified as the firm’s primary vehicle. The adviser is not listed as an active ESG investor and is not structured as a multi-state adviser or pension consultant. Pelican Advisory does use third-party managers for alternative exposures and incorporates common retail vehicles such as mutual funds and annuities into client programs.

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Public Holdings

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Location & Offices