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Director & President · Palos Management Inc.

Philippe N. Marleau

CRD 7137897 · Named on Form ADV at one SEC-registered adviser

At a glance

Palos Management Inc., an SEC-registered wealth manager based in Montreal, Quebec, Canada with $12 million in regulatory assets, lists Philippe N. Marleau on its Form ADV as Director & President, a control person.

Firms and roles

  • Palos Management Inc.Director & PresidentWealth manager · Montreal, Quebec, Canada · $12M in regulatory assets

AtlasMembers

Philippe’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Philippe’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.