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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-2011
- Office Locations
- 1
Office Locations
About Palos Management Inc.
Palos Management Inc. is a Montreal, Quebec-based RIA. The firm has been operating for 14 years. Managing $12.1M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 26, 2025 and March 20, 2026, reported AUM decreased 91.2%, from $136.8M to $12.1M.
Across 5 reported observations, AUM decreased 96.4% between November 16, 2022 and March 20, 2026, from $332.3M to $12.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 8 clients, or 2.7 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Palos Management Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ALAIN LIZOTTE
Chief Financial Officer, DIRECTOR, Portfolio Manager
- CRD
- --
- Ownership
- Less than 5%
CHARLES OLIVIER MARLEAU
Chief Investment Officer, DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,051,303 | $1,004,275 |
| Non-Discretionary | $0 | -- |
| Total | $12,051,303 | $1,004,275 |
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Separately Managed Accounts
SMA allocation detail is available
Palos Management Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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