Pelican Bay Asset Management, Inc.

Pelican Bay Asset Management, Inc. (CRD# 121410) is a financial advisory firm headquartered in New York, NY. They manage $20,105,989 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $1,005,299
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY, PA

Financial Advisors at Pelican Bay Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Mark J. Reisman
CRD#: 2998849
175 Riverside Drive, Apt. 8k, New York, NY 10024
93
Wealthminder
score

Mark Reisman (CRD# 2998849) is an Investment Advisor Representative working at Pelican Bay Asset Management, Inc. in New York, NY and has over 18 years of experience in the finance industry.

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