Adviser Profile
| As of Date | 06/06/2022 |
| Registration status | Registration Changed to PELICAN INVESTMENT ADVISORS, LLC |
| ADV Location | BATON ROUGE, LA, United States |
| Contact Info | 225 xxxxxxx |
| Websites |
| AUM* | 46,041,819 |
| of that, discretionary | 46,041,819 |
| Number of Employees | 8 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 298,973 |
| % High Net Worth | 34.38% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
46M
39M
33M
26M
20M
13M
7M
2021
2022
Private Funds
No private funds