Overview
Assets Under Management: $268 million
Headquarters: CORAL GABLES, FL
High-Net-Worth Clients: 82
Average Client Assets: $3 million
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