Investment adviser · CRD 163357

CALAIS WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

SOUTHLAKE, TX, United States · Form ADV filed Jan 23, 2013

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 23, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly

Principal office

3185 FANNIN LANE
SOUTHLAKE, TX, 76092, United States

CRD 163357

Filing source

Form ADV 694688 · Jan 23, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.