Pelorus Financial, LLC
Pelorus Financial, LLC (CRD# 299043) is a financial advisory firm headquartered in Trinity, FL. They manage $37,960,704 in 233 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management38MILLION
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Total Number of Accounts233ACCOUNTS
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Average Account Value$162,921
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- 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.
FL
Financial Advisors at Pelorus Financial, LLC
1
Chad Clark (CRD# 4575504) is an Investment Advisor Representative working at Pelorus Financial, LLC in Trinity, FL and has over 21 years of experience in the finance industry.
2
Brian Day (CRD# 5509602) is an Investment Advisor Representative working at Pelorus Financial, LLC in Trinity, FL and has over 15 years of experience in the finance industry.
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