Monterey Wealth
Monterey Wealth (CRD# 172577) is a financial advisory firm headquartered in Atlanta, GA. They manage $277,900,000 in 311 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management278MILLION
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Total Number of Accounts311ACCOUNTS
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Average Account Value$893,569
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, GA, KY, OH
Jay Cohen (CRD# 4470591) is an Investment Advisor Representative working at Monterey Wealth in Atlanta, GA and has over 22 years of experience in the finance industry.
David Duncan (CRD# 6027905) is an Investment Advisor Representative working at Monterey Wealth in Atlanta, GA and has over 6 years of experience in the finance industry.
Tyler Henderson (CRD# 5243395) is an Investment Advisor Representative working at Monterey Wealth in Moscow, OH and has over 10 years of experience in the finance industry.