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Building 2PELICAN INVESTMENT ADVISORS, LLC

Map pinBATON ROUGE, LA
Phone225-293-9283
NotebookSEC #801-136209
Total AUM
$128.5M
Employees
12
Clients
271

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10307 JEFFERSON HIGHWAY
SUITE A
BATON ROUGE
LA 70809
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
225-293-9283
Other Offices
4

ReceiptFinancials

Total AUM
$128.5M
Accounts
272
Discretionary
$128.3M
Accounts
264
Non-Discretionary
$200K
Accounts
8

ContactClients

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Individual Clients
190
AUM
$26.8M
HNW Individual Clients
40
AUM
$64.2M
Pension/Profit Sharing Plan Clients
40
AUM
$36.2M
Charitable Organization Clients
1
AUM
$1.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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