CRD: 335198
Pelican Financial Planning AND Wealth, Pllc
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- MomentumPathway
- Established Date
- 04-18-2025
- Office Locations
- 1
Office Locations
About Pelican Financial Planning AND Wealth, Pllc
Pelican Financial Planning & Wealth is an independent, woman-led Florida advisory firm providing holistic financial planning and customized, model-based investment management. It serves working professionals, single women, emerging affluent individuals, entrepreneurs/small business owners, and pre-retirees/retirees, including divorce and widow(er) guidance. Portfolios are monitored ongoing with client dashboards and periodic reviews; custody includes Charles Schwab.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
GENEVIEVE ELIZABETH GEORGE
Chief Compliance Officer, PRINCIPAL
- CRD
- #6494485
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,530,311 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,530,311 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,530,311
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,363,215,301 | 41.2% |
| Cash | $917,753,515 | 16.0% |
| Private Funds | $625,219,582 | 10.9% |
| Equity - Exchange | $1,829,771,071 | 31.9% |
| Total | $5,735,959,469 | 100.0% |