MONTEREY PRIVATE WEALTH, INC.

MONTEREY, California·4 registered advisors·CRD# 114572
SEC# 801-6160510(831) 372-3426
01

Firm Overview

AUM
$1.0B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MONTEREY PRIVATE WEALTH, INC.

4 registered advisors
Cristofer Andres Cabanillas
MONTEREY, California
Gary Eugene Douglas Alt
MONTEREY, California
Kenneth Burton Petersen
MONTEREY, California
Steven Charles Merrell
MONTEREY, California
05

Office Locations

MONTEREY, California
4 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. MONTEREY PRIVATE WEALTH, INC. (CRD# 114572) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.