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Home > Retirement Planners > california > monterey > MONTEREY PRIVATE WEALTH, INC.
MONTEREY PRIVATE WEALTH, INC.
2340 Garden Road
Suite 202
Monterey, California 93940
Tel: (831) 372-3426
About MONTEREY PRIVATE WEALTH, INC.
MONTEREY PRIVATE WEALTH, INC, formally registered with the SEC as MONTEREY PRIVATE WEALTH, INC. The firm was established in 11/22/2002. They have over 11 offices throughout the country.
MONTEREY PRIVATE WEALTH, INC. is a Monterey, California based Financial Planning firm with nearly $1,005,871,830 assets under management, offering retirement planning & investment advisory services to 1967 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114572 |
| SEC# | 801-61605 |
| Assets Managed by Firm | $1,005,871,830 |
| No. of Clients | 1967 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1967 | $1,005,871,830 |
| Individuals (other than high net worth individuals) | 386 | $179,495,920 |
| High net worth individuals | 213 | $663,164,554 |
| Pension and profit sharing plans | 20 | $103,946,348 |
| Charitable organizations | 8 | $59,265,008 |
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