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Cathy Pareto & Associates, Inc.

EST. AUM
$300,132,683

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CLIENT ACCOUNTS
642

Firm Details

Metro area Miami
CRD Number 145919
Website cathypareto.com
Client types

Overview

Azzendo Wealth Advisors is a fee-only, independent registered investment adviser based in Coral Gables, Florida, with an additional office in Hollywood, Florida. The firm provides personalized wealth management services to individuals and families, operating as a 100% fiduciary. Its planning approach extends beyond traditional wealth management to encompass complete family dynamics and multi-generational planning needs, with services grounded in duties of loyalty, care, good faith, confidentiality, prudence, and disclosure.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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