Overview
Assets Under Management: $1.1 billion
Headquarters: MONTEREY, CA
High-Net-Worth Clients: 227
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 227
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.25
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,985
Discretionary Accounts: 1,897
Non-Discretionary Accounts: 88
Regulatory Filings
CRD Number: 114572
Filing ID: 1964976
Last Filing Date: 2025-03-22 13:08:00
Website: https://montereypw.com