CRD: 313227
Pelican Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2021
- Office Locations
- 3
Office Locations
About Pelican Investment Advisors, LLC
Pelican Advisory Group (Pelican Investment Advisors) is an independent marketing/consulting organization of top producers supporting insurance and financial professionals nationwide. The firm provides advanced training and case guidance in estate planning, executive compensation, and tax-leveraged strategies for affluent clients, plus insurance/risk management, financial planning, and wealth management support. Differentiator: a boutique, manufacturer-independent distribution channel built to enable partner growth.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Kathryn V Davis
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #5120392
- Ownership
- 25% but less than 50%
SEAN E DAVIS
Director, Managing Partner
- CRD
- #4840930
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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BRET PATRICK BOUDREAUX
--
- CRD
- #4043639
ALAN Bryant COMER
--
- CRD
- #5024914
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,300,000 | $485,985 |
| Non-Discretionary | $200,000 | $25,000 |
| Total | $128,500,000 | $472,426 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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