# CATHY PARETO AND ASSOCIATES, INC.

CATHY PARETO AND ASSOCIATES, INC. of CORAL GABLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 145919
- Type: SEC-registered investment adviser
- SEC file number: 801-110395
- Location: 901 PONCE DE LEON BLVD., SUITE 501, CORAL GABLES, FL, 33134
- Phone: 305-648-9814
- Latest filing: 2026-06-23
- Regulatory AUM: $300.1M
- Discretionary AUM: $287.6M
- Non-discretionary AUM: $12.5M
- Clients: 7
- Accounts: 642

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Catherina Marlene Pareto | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| PARETO CATHERINA MARLENE | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145919/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145919/similar
- Related entities: https://search.stillhousedata.com/firm/145919/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145919

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.