Insights

Market Position Pelican Advisory Group operates in the affluent financial services sector with a focus on personalized risk and wealth management solutions, presenting opportunities to introduce advanced financial planning tools and premium insurance products tailored to high-net-worth clients.

Technology Utilization The company's use of modern tech stacks such as Microsoft 365, Bootstrap, and OpenResty indicates an openness to digital transformation, creating potential for innovative fintech integrations, client portal enhancements, and cybersecurity solutions.

Growth Potential With a revenue range of one to ten million dollars and a relatively small team, Pelican Advisory is positioned for scalable growth, making it a promising target for customized financial software, client engagement platforms, and strategic consultancy services.

Industry Networking As an independent firm committed to objective advice and personalized client service, Pelican Advisory could benefit from partnerships with technology vendors, compliance specialists, and insurance carriers to expand service offerings and strengthen market differentiation.

Competitive Landscape Comparable firms like Charles Schwab and Northwestern Mutual indicate a competitive environment with large-scale operations; sales efforts tailored to emphasize boutique, client-focused approaches can appeal to Pelican's commitment to customized strategies, creating opportunities for exclusive financial products and advisory services.

Pelican Advisory Group Tech Stack

Pelican Advisory Group uses 8 technology products and services including Microsoft 365, Font Awesome, PHP, and more. Explore Pelican Advisory Group's tech stack below.

  • Microsoft 365
    Email
  • Font Awesome
    Font Scripts
  • PHP
    Programming Languages
  • Lua
    Programming Languages
  • reCAPTCHA
    Security
  • Bootstrap
    UI Frameworks
  • Animate.css
    UI Frameworks
  • OpenResty
    Web Servers

Media & News

Pelican Advisory Group's Email Address Formats

Pelican Advisory Group uses at least 2 format(s):
Pelican Advisory Group Email FormatsExamplePercentage
FLast@pelicanadvisory.comJDoe@pelicanadvisory.com
47%
First@pelicanadvisory.comJohn@pelicanadvisory.com
3%
FLast@pelicanadvisory.comJDoe@pelicanadvisory.com
47%
First@pelicanadvisory.comJohn@pelicanadvisory.com
3%

Frequently Asked Questions

Where is Pelican Advisory Group's headquarters located?

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Pelican Advisory Group's main headquarters is located at 10307 Jefferson Highway Suite a Baton Rouge, Louisiana 70809 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Pelican Advisory Group's phone number?

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You can contact Pelican Advisory Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Pelican Advisory Group's official website and social media links?

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Pelican Advisory Group's official website is pelicanadvisory.com and has social profiles on LinkedIn.

What is Pelican Advisory Group's NAICS code?

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Pelican Advisory Group's NAICS code is 52 - Finance and Insurance.

How many employees does Pelican Advisory Group have currently?

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As of March 2026, Pelican Advisory Group has approximately 11 employees across 2 continents, including North AmericaEurope. Key team members include Vice President: M. O.Principal: M. E.Financial Professional: L. H.. Explore Pelican Advisory Group's employee directory with LeadIQ.

What industry does Pelican Advisory Group belong to?

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Pelican Advisory Group operates in the Financial Services industry.

What technology does Pelican Advisory Group use?

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Pelican Advisory Group's tech stack includes Microsoft 365Font AwesomePHPLuareCAPTCHABootstrapAnimate.cssOpenResty.

What is Pelican Advisory Group's email format?

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Pelican Advisory Group's email format typically follows the pattern of FLast@pelicanadvisory.com. Find more Pelican Advisory Group email formats with LeadIQ.

When was Pelican Advisory Group founded?

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Pelican Advisory Group was founded in 1991.

Pelican Advisory Group

Financial ServicesLouisiana, United States11-50 Employees

Pelican Advisory Group is a comprehensive risk & financial management firm located in Baton Rouge, LA. Established in 1991, we are an experienced team of specialists dedicated to providing a strategic blend of cutting-edge insurance and risk management strategies, investment and wealth management, personal and business planning, and other proprietary processes. Our customer-focused culture is not only flexible but uniquely designed to benefit individual needs and circumstances. 

Being independent gives Pelican the freedom to offer objective, non-biased advice. We employ a consultative approach to work with associates and selected clients. These factors enable Pelican to make individually conceived recommendations for clients geared to the client’s best interests.

Section iconCompany Overview

Headquarters
10307 Jefferson Highway Suite a Baton Rouge, Louisiana 70809 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Pelican Advisory Group's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Pelican Advisory Group's revenue is estimated to be in the range of $1M$10M

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