CATHY PARETO AND ASSOCIATES, INC.
Doing business as AZZENDO WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$300,132,683
Discretionary
$287,602,852
Non-discretionary
$12,529,831
Firm details
- CRD number
- 145919
- SEC file number
- 801-110395
- Main office
- CORAL GABLES, FL, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.