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- Custodian
- JP Morgan ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2024
- Office Locations
- 1
Office Locations
About Pelican Advisory LLC
Pelican Family Office provides proactive, holistic planning for families and business owners, combining a local Proactive Planning Team with a virtual family office delivering wealth management plus tax, legal, risk mitigation, and business advisory support. Portfolios are primarily ETF-based. Securities are offered through LPL Financial, with advisory services through Pelican Family Office LLC.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW EDWIN GREENE
Chief Compliance Officer, Owner, President
- CRD
- #3175382
- Ownership
- 75% or more
ASHLEIGH COOPER SWAYZE
Chief Compliance Officer, COUNSEL
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Jack Branch Jr
--
- CRD
- #4750894
Gabriel Martin
--
- CRD
- #7815903
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,504,219 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,504,219 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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