Pelican Wealth Management
Pelican Wealth Management (CRD# 289549) is a financial advisory firm headquartered in Monroe, LA. They manage $39,777,974 in 254 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management40MILLION
-
Total Number of Accounts254ACCOUNTS
-
Average Account Value$156,606
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at Pelican Wealth Management
1
Nicholas Trappey (CRD# 5538539) is an Investment Advisor Representative working at Pelican Wealth Management in Monroe, LA and has over 14 years of experience in the finance industry.
2
Lorenzo Treadway (CRD# 6078291) is an Investment Advisor Representative working at Pelican Wealth Management in Monroe, LA and has over 10 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.