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MONTEREY WEALTH
200 Ashford Center North
Suite 310
Atlanta, Georgia 30338
Tel: 404-201-2284
About MONTEREY WEALTH
MONTEREY WEALTH, formally registered with the SEC as MONTEREY WEALTH. The firm was established in 05/01/2020. They have over 2 offices throughout the country.
MONTEREY WEALTH is a Atlanta, Georgia based Financial Planning firm with nearly $237,800,000 assets under management, offering retirement planning & investment advisory services to 337 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172577 |
| SEC# | 801-118647 |
| Assets Managed by Firm | $237,800,000 |
| No. of Clients | 337 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 337 | $237,800,000 |
| Individuals (other than high net worth individuals) | 82 | $26,100,000 |
| High net worth individuals | 28 | $83,700,000 |
| Pension and profit sharing plans | 34 | $127,400,000 |
| Corporations or other businesses | Fewer than 5 clients | $600,000 |
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