# CATES FP

CATES FP is an other.

## Overview

- **Organization type:** other
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/catestaxadvisory

## Regulatory record

- **CRD number:** 290650
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290650

## About

CATES FP, CATES TAX ADVISORY is a state-registered investment adviser. The firm manages approximately $48 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who leads CATES FP and CATES TAX ADVISORY?

No publicly available information identifies the principals or leadership team of either entity. Their ownership structure and management remain undisclosed in public records.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cates-fp-cates-tax-advisory

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