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).
Total Assets Under Management20MILLION
Total Number of Accounts20ACCOUNTS
Average Account Value$1,005,299
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Mark Reisman (CRD# 2998849) is an Investment Advisor Representative working at Pelican Bay Asset Management, Inc. in New York, NY and has over 19 years of experience in the finance industry.