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).

Current Firm Details
200 Ashford Center North, Suite 310, Atlanta, GA 30338
http://montereywealth.com/
By the Numbers
  • Total Assets Under Management
    278
    MILLION
  • Total Number of Accounts
    311
    ACCOUNTS
  • Average Account Value
    $893,569
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, KY, OH

Financial Advisors at Monterey Wealth
Showing 1 - 3 of 3 top financial advisors.
1
Jay Cohen, financial advisor Atlanta GA
Jay W. Cohen
CRD#: 4470591
200 Ashford Center North, Suite 310, Atlanta, GA 30338

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.

2
David Duncan, financial advisor Atlanta GA
David E. Duncan
CRD#: 6027905
200 Ashford Center North, Suite 310, Atlanta, GA 30338

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.

3
Tyler Henderson, financial advisor Moscow OH
Tyler S. Henderson
CRD#: 5243395
Moscow, OH

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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