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Kenneth Burton Petersen

MONTEREY PRIVATE WEALTH, INC.·MONTEREY, California
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2340 GARDEN ROAD, MONTEREY, CA 93940CRD# 1678498Firm CRD# 114572
01

About

Kenneth Burton Petersen is a registered financial advisor based in MONTEREY, California, affiliated with MONTEREY PRIVATE WEALTH, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MONTEREY PRIVATE WEALTH, INC.
MONTEREY PRIVATE WEALTH, INC.
AUM
$1.0B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at MONTEREY PRIVATE WEALTH, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 1678498
Firm CRD# 114572
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kenneth Burton Petersen offer?
Kenneth Burton Petersen specializes in Financial Planning, Investment Management. Contact their office in MONTEREY, California for a consultation.
What are Kenneth Burton Petersen's credentials?
Kenneth Burton Petersen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Burton Petersen located?
Kenneth Burton Petersen is based in MONTEREY, California, working with MONTEREY PRIVATE WEALTH, INC.. Their office serves clients in the MONTEREY metropolitan area and surrounding communities.
How does Kenneth Burton Petersen charge for services?
Kenneth Burton Petersen's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONTEREY PRIVATE WEALTH, INC.?
MONTEREY PRIVATE WEALTH, INC. has approximately 13 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Gary Eugene Douglas Alt — MONTEREY PRIVATE WEALTH, INC.Jeanne Marie Merrell — MONTEREY PRIVATE WEALTH, INC.Cristofer Andres Cabanillas — MONTEREY PRIVATE WEALTH, INC.Danny Nmn Darchuck — TOPTURN CAPITAL, LLCSteven Charles Merrell — MONTEREY PRIVATE WEALTH, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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