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Building 2PALOS MANAGEMENT INC.

Map pinMONTREAL, QUEBEC
Phone514-397-0188
NotebookSEC #801-116950
Total AUM
$12.1M
Employees
18
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 PLACE VILLE MARIE
SUITE 1670
MONTREAL, QUEBEC
H3B 2B6
Canada
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
514-397-0188

ReceiptFinancials

Total AUM
$12.1M
Accounts
12
Discretionary
$12.1M
Accounts
12
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8
AUM
$1.8M
HNW Individual Clients
1
AUM
$10.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACTFLNJNYPRTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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