$12.1M Total AUM
$12.1M Disc. AUM
-58.4% 3Y CAGR
18 Employees
8 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-01-2011
- Office Locations
- 1
Office Locations
1 Place Ville Marie Suite 1670 Montreal, Quebec --
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.
Team overview
-- AVG AGE
$4.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
7.6 yrs AVG TENURE
18 Employees
3 Advisory Reps
0 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
A
ALAIN LIZOTTE
Chief Financial Officer, DIRECTOR, Portfolio Manager
- CRD
- --
- Ownership
- Less than 5%
Available
Available
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C
CHARLES OLIVIER MARLEAU
Chief Investment Officer, DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Derivatives:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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