Pelican Financial Planning and Wealth, PLLC

EST. AUM
$25,530,311

CONTACTS
1

CLIENT ACCOUNTS
80

Firm Details

Metro area Miami
CRD Number 335198
Website pelicanfinancialplanning.com
Client types

Overview

Pelican Financial Planning and Wealth, PLLC (“Pelican”) is a registered investment adviser based in Jupiter, FL. Currently, it offer the following investment advisory services, personalized for each individual Client: • Wealth Management Services • Financial Planning and Consulting Services

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Pelican Financial Planning and Wealth, PLLC

Platform Details

Investment Preferences

Alternative Activity

Address

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