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Donna Marie Palais

Argus Investors' Counsel, Inc.

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About Donna Marie Palais

Donna Palais is an Investment Advisor Representative at Argus Investors' Counsel, Inc. Donna has been in the industry since July 1994. Donna is registered with the state of Connecticut and is a Series 65 licensed professional. Donna has experience working with High Net Worth Individuals, Charitable Organizations, and Pension and Profit-Sharing Plans. Donna is a registered representative with Argus Investors' Counsel, Inc. and specializes in portfolio management for businesses and individuals.

Firm Information

Donna Palais is currently registered with Argus Investors' Counsel, Inc.. Argus Investors' Counsel, Inc. is a New York-based investment advisor with 6 Investment Adviser Representatives and 5 Investment Advisory Functions. The firm manages approximately $164,146,702 in regulatory assets under management for 286 accounts, primarily for individuals, other investment advisors, and charitable organizations. The firm provides portfolio management for individuals and businesses.
Argus Investors' Counsel, Inc.

61 BROADWAY

NEW YORK, NY 10006-2761

$164.15M

Assets Under Management

21

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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please see the "miscellaneous" section of schedule d.

Please see the "miscellaneous" section of schedule d.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donna Palais’s Registration & Firm History

CT

03/10/2003 - Present

Argus Investors' Counsel, Inc. (STAMFORD CT)

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Licenses & Designations

IA

Issued 11/17/1995

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donna Marie Palais.
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