RIA Intel›Advisers›Florida›CATHY PARETO AND ASSOCIATES, INC.

CATHY PARETO AND ASSOCIATES, INC.

Advisory

N·CORAL GABLES, FL

Data as of Jan 21, 2026 · Source: SEC Form ADV

Total AUM
$300M
1-Year AUM Growth
+7.7%
3-Year CAGR
+6.9%
Employees
5
Assets Under Management
Total AUM$300M
Discretionary AUM$288M
Non-Discretionary AUM$13M
Discretionary %95.8%
Total Clients245
Team
Total Employees5
Investment Advisers7
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record31
First FilingApr 1, 2010
Latest FilingJan 21, 2026
🔒 Full AUM trend chart and 31 historical filings spanning 16+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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