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Building 2PELICAN INVESTMENT MANAGEMENT

Map pinBOSTON, MA
Phone617-757-8700
NotebookSEC #801-60594
Total AUM
$393.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE LIBERTY SQUARE
SUITE 1200
BOSTON
MA 02109
United States
Operating Hours
8:30AM-5:30PM
Monday - Friday
Phone
617-757-8700

ReceiptFinancials

Total AUM
$393.7M
Accounts
116
Discretionary
$184.6M
Accounts
114
Non-Discretionary
$209.1M
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMANHNYRIVT

HandshakeAffiliates

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

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