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MONTEREY WEALTH
Tel: 404-201-2284
200 Ashford Center North Suite 310
Atlanta, Georgia 30338
MONTEREY WEALTH
MONTEREY WEALTH is a Atlanta, Georgia based financial advisory firm with nearly $237,800,000 in assets under management and provides investment advisory services for 337 clients. There are currently 3 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
172577
SEC#:
801-118647
No. of Clients:
337
Assets under Management
$237,800,000
No. of Advisors:
3
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