Pelorus Financial

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

4109 Little Rd Ste 101, Trinity, Florida...

Phone Number

(727) 287-4892

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
4
1
1

About Pelorus Financial

Pelorus Financial is a Registered Investment Advisor firm based in Trinity, FL, dedicated to helping clients design, implement, and monitor customized financial plans. The firm prides itself on building personal relationships and acting as a fiduciary, ensuring that it always operates in the best interest of its clients. Pelorus Financial emphasizes simplicity and clear communication, avoiding unnecessary complexity in financial planning. Their services are tailored for individuals seeking guidance in budgeting and overall financial management.Explore more
Pelorus Financial's Social MediaPopular SearchesPelorus Financial LLCPelorus FinancialSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pelorus Financial

<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
1985
KR
Kevin RyanBusiness Development Manager
<$5M
1-10
Private
-
2011
SG
Sherri GuernseyVice President, Marketing & Events
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
<$5M
1-10
Private
-
2016
DC
Darin CooleyPersonal Financial Strategist
<$5M
1-10
Private
-
2018
JB
John BaumanVice President- Financial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Pelorus Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Pelorus Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Pelorus Financial.

Pelorus Financial Tech Stack

A closer look at the technologies used by Pelorus Financial

Top Finance Companies

Frequently Asked Questions Regarding Pelorus Financial

What is Pelorus Financial's official website?
Pelorus Financial's official website is www.pelorusplanning.com
What is Pelorus Financial's Revenue?
Pelorus Financial's revenue is <$5 Million
What is Pelorus Financial's SIC code?
Pelorus Financial's SIC: 62,628
What is Pelorus Financial's NAICS code?
Pelorus Financial's NAICS: 52,523
How many employees does Pelorus Financial have?
Pelorus Financial has 1-10 employees
What industry does Pelorus Financial belong to?
Pelorus Financial is in the industry of: Finance, Securities Trading
What is Pelorus Financial competition?
Pelorus Financial top competitors include: QM Advisors, EFP, Guernsey Financial, Shetland Financial
What technology does Pelorus Financial use?
Some of the popular technologies that Pelorus Financial uses are: Sentry, Google Cloud Web Serving, Google Cloud Platform, Microsoft 365
How do I contact Pelorus Financial?
Pelorus Financial contact info: Phone number: (727) 287-4892 Website: www.pelorusplanning.com
What does Pelorus Financial do?

Pelorus Financial is a Registered Investment Advisor firm based in Trinity, FL, dedicated to helping clients design, implement, and monitor customized financial plans. The firm prides itself on building personal relationships and acting as a fiduciary, ensuring that it always operates in the best interest of its clients. Pelorus Financial emphasize... s simplicity and clear communication, avoiding unnecessary complexity in financial planning. Their services are tailored for individuals seeking guidance in budgeting and overall financial management.Read More

What are Pelorus Financial social media links?
Pelorus Financial Twitter page Pelorus Financial Facebook page
Is Pelorus Financial a public company?
Pelorus Financial is private company therefore does not currently have an official ticker symbol
See more information about Pelorus Financial

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