Duncan Financial Partners, Inc. is listed as Owner at Monterey Wealth Partners LLC in Atlanta, GA. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Monterey Wealth Partners LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Duncan Financial Partners, Inc. work?
Duncan Financial Partners, Inc. is listed as Owner at Monterey Wealth Partners LLC on SEC Form ADV.
How much of Monterey Wealth Partners LLC does Duncan Financial Partners, Inc. own?
Form ADV reports a beneficial ownership band of 10-25%.