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MONTEREY PRIVATE WEALTH, INC.
MONTEREY PRIVATE WEALTH, INC.
MONTEREY, California
·
8 registered advisors
·
CRD# 114572
SEC# 801-61605
10
(831) 372-3426
01
Firm Overview
AUM
$1.0B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
8
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 Planning
Investment Management
04
Advisors at MONTEREY PRIVATE WEALTH, INC.
8 registered advisors
Cristofer Andres Cabanillas
MONTEREY, California
CRD# 4048836
Gary Eugene Douglas Alt
MONTEREY, California
CRD# 4658169
Jeanne Marie Merrell
MONTEREY, California
CRD# 7201258
Jeanne Marie Merrell
MONTEREY, California
CRD# 4440578
Kenneth Burton Petersen
MONTEREY, California
CRD# 1678498
Sheila Edith Alt
MONTEREY, California
CRD# 4783556
Shelley Marie Cabanillas
MONTEREY, California
CRD# 7091221
Steven Charles Merrell
MONTEREY, California
CRD# 1546736
05
Office Locations
MONTEREY, California
8 advisors
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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
.