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⚲
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| Cathy Pareto and Associates Inc
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|
|
|---|---|
| CRD # | 145919 |
| SEC # | 801-110395 |
| CIK # | 0002045974 |
| AUM | $300.1 M (2026-06-23) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 305-648-9814 |
| Address | 901 Ponce de Leon Blvd Coral Gables, FL 33134 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.1 | ||
| Amazon Com Inc | 2.4 | ||
| iShares Comex Gold Trust | 2.3 | ||
| Microsoft Corp | 2.1 | ||
| Alphabet Inc | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 161 | 61.0 |
| (b) Individuals (high net worth individuals) | 77 | 233.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 6.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 642 | 300.1 |
| By Discretionary | ||
| Discretionary | 632 | 287.6 |
| Non-Discretionary | 10 | 12.5 |
| Total | 642 | 300.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 299.4 | |
| Total | 642 | 300.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002045974] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cauble & Harre Wealth Management Inc
✚
|
MO | 0.3 |
|
Transition Financial Advisors Group LLC
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|
0.3 | |
|
Lifeinvest Wealth Management Ltd
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|
Capital Wealth Alliance LLC
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|
Wealth Advisors Network Inc
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NE | 0.3 |
|
Optimum Financial Services LLC
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|
Birchcreek Wealth Management LLC
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OH | 0.3 |
|
Monterey Wealth Partners LLC
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|
GA | 0.3 |
|
Capital West Partners LLC
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|
AZ | 0.3 |
|
Silver Oak Wealth Advisors Services LLC
✚
|
CA | 0.3 |