Overview
Assets Under Management: $268 million
Headquarters: CORAL GABLES, FL
High-Net-Worth Clients: 82
Average Client Assets: $3 million
Frequently Asked Questions
CATHY PARETO AND ASSOCIATES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145919), CATHY PARETO AND ASSOCIATES, INC. is subject to fiduciary duty under federal law.
CATHY PARETO AND ASSOCIATES, INC. is headquartered in CORAL GABLES, FL.
CATHY PARETO AND ASSOCIATES, INC. serves 82 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, CATHY PARETO AND ASSOCIATES, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
CATHY PARETO AND ASSOCIATES, INC. manages $268 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, CATHY PARETO AND ASSOCIATES, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.83
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 587
Discretionary Accounts: 578
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 145919
Last Filing Date: 2025-02-11 00:00:00
Website: https://cathypareto.com