1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CATHY PARETO AND ASSOCIATES

Map pinCORAL GABLES, FL
Phone305-648-9814
NotebookSEC #801-71315
Total AUM
$56.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2030 SOUTH DOUGLAS ROAD
UNIT #215
CORAL GABLES
FL 33134
United States
Operating Hours
9:00AM - 5:00 PM
Monday - Friday
Phone
305-648-9814

ReceiptFinancials

Total AUM
$56.4M
Accounts
290
Discretionary
$56.4M
Accounts
290
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account