Pelican Bay Asset Management, Inc.
Pelican Bay Asset Management, Inc. (CRD# 121410) is a financial advisory firm headquartered in , . They manage $39,766,284 in 16 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Pelican Bay Asset Management, Inc.
By the Numbers
-
Total Assets Under Management40MILLION
-
Total Number of Accounts16ACCOUNTS
-
Average Account Value$2,485,393
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, PA
Financial Advisors at Pelican Bay Asset Management, Inc.
1
Mark Reisman (CRD# 2998849) is an Investment Advisor Representative working at Pelican Bay Asset Management, Inc. in New York, NY and has over 26 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.