PALOS MANAGEMENT INC.
Total AUM
$12.1M
Employees
18Clients
9Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1 PLACE VILLE MARIE
SUITE 1670
MONTREAL, QUEBEC
H3B 2B6
Canada
SUITE 1670
MONTREAL, QUEBEC
H3B 2B6
Canada
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
514-397-0188
Financials
Total AUM
$12.1M
Accounts
12Discretionary
$12.1M
Accounts
12Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
8AUM
$1.8M
HNW Individual Clients
1AUM
$10.2M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACTFLNJNYPRTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.