| Name | Title | Ownership | Since |
|---|---|---|---|
| David E Duncan Control | Chief Compliance Officer | Under 5% | 2023 |
| Duncan Financial Partners, Inc. Control | Owner | 10-25% | 2022 |
| Jay William Cohen Control | President | Under 5% | 2020 |
Monterey Wealth Partners LLC reports $237.8 million in regulatory assets under management on its Form ADV.
Monterey Wealth Partners LLC reports 3 employees.
Monterey Wealth Partners LLC is based in Atlanta, GA and has been SEC-registered since 2020.
Monterey Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 200 Ashford Center North, Suite 310, Atlanta, GA 30338 |
| Phone | 404-201-2284 |
| Fax | 404-446-2998 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $108.5M |
| Non-discretionary | $129.3M |
| Total (RAUM) | $237.8M |