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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- EmberVector
- Established Date
- 08-26-2010
- Office Locations
- 1
Office Locations
About Pelican Wealth Advisors, LLC
Pelican Wealth Advisors is a Florida-based RIA providing holistic wealth management and planning with an emphasis on retirement outcomes and risk control. Services include active investment management, retirement planning, insurance, tax planning, estate planning, and risk management. The firm positions itself as fiduciary and fee-based (no securities commissions) and uses risk-scoring and analytics tools to tailor institutional-grade portfolios and cash solutions.
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Owner & Executives
FRANCIS PAUL RAGONESE
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5798370
- Ownership
- 75% or more
Mark Andrew Ragonese
--
- CRD
- #7188118
- Ownership
- 5% but less than 10%
Harbor crest
Crest delta value
- CRD
- #41358
- Ownership
- 38.1%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $71,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $71,400,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,118,344,015 | 24.3% |
| Equity - Exchange | $2,057,321,760 | 23.6% |
| U.S. Government/Agency | $2,092,191,620 | 24.0% |
| Cash | $732,267,067 | 8.4% |
| Corporate - Investment Grade | $1,037,378,345 | 11.9% |
| Municipal Bonds | $679,962,277 | 7.8% |
| Total | $8,717,465,084 | 100.0% |