Pelican Wealth Management
Finance · Louisiana, United States · 1-10 Employees
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Overview
Headquarters
1900 Lamy Ln Ste H, Monroe, Louisiana, 7...Phone Number
(318) 600-3010Website
www.pelicanwealth.orgRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
1
1
1
1
1
1
About Pelican Wealth Management
Pelican Wealth Management is a registered investment advisory firm based in Monroe, Louisiana, founded in 2017 by experienced financial professionals. The firm specializes in fee-only financial planning and investment services, focusing on providing objective advice tailored to the unique needs of its clients. Pelican Wealth Management aims to help professionals manage their financial resources effectively, offering flexible meeting options and utilizing modern technology to enhance client interactions. Their commitment to client-centric service ensures that clients' goals are prioritized without the influence of commissions or product sales.Explore more
Popular SearchesPelican Wealth Management LLCPelican Wealth ManagementPelican Financial Solutions LLCInvestments Of Northeast LouisianaPelican Investments Of NortheastSIC Code 62,628NAICS Code 52,523Show more
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Pelican Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Pelican Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Pelican Wealth Management.
Pelican Wealth Management Tech Stack
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Pelican Wealth Management is a registered investment advisory firm based in Monroe, Louisiana, founded in 2017 by experienced financial professionals. The firm specializes in fee-only financial planning and investment services, focusing on providing objective advice tailored to the unique needs of its clients. Pelican Wealth Management aims to help... Read More
