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Pelican Advisory LLC

EST. AUM
$119,006,151

CONTACTS

CLIENT ACCOUNTS
265

Firm Details

Metro area New Orleans
CRD Number 330658
Website pelicanfo.com
Client types

Overview

Pelican Advisory LLC is a Covington, Louisiana-based registered investment adviser operating publicly under the Pelican Family Office brand. The firm describes its operating model as a Multi-Family Office, providing investment management and integrated planning to families and business owners. Pelican Advisory LLC is the actual registered advisory entity, while “Pelican Family Office” is its client-facing brand.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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