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Building 2PELICAN FINANCIAL PLANNING AND WEALTH, PLLC

Map pinJUPITER, FL
Phone561-818-3003
NotebookSEC #801-132351
Total AUM
$0
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 FRONT STREET
SUITE 300
JUPITER
FL 33477
United States
Operating Hours
9AM - 5PM EST
Monday - Friday
Phone
561-818-3003

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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