Dakota
Dakota
Book a Demo
Talk to an Expert

Pelican Advisory Group

EST. AUM
$128,500,000

CONTACTS
1

CLIENT ACCOUNTS
272

Firm Details

Metro area Baton Rouge
CRD Number 313227
Website pelicanadvisory.com
Client types

Overview

Pelican Advisory LLC is a Louisiana-based registered investment adviser operating as Pelican Family Office. The firm provides discretionary investment management, financial planning, tax planning coordination, estate planning coordination, risk management, and business advisory services. The firm primarily serves affluent families and business owners through a proactive planning and virtual family office model utilizing predominantly ETF-based portfolios.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy