Monterey Financial Partners, Inc. is listed as Owner at Monterey Wealth Partners LLC in Atlanta, GA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Monterey Wealth Partners LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Monterey Financial Partners, Inc. work?
Monterey Financial Partners, Inc. is listed as Owner at Monterey Wealth Partners LLC on SEC Form ADV.
How much of Monterey Wealth Partners LLC does Monterey Financial Partners, Inc. own?
Form ADV reports a beneficial ownership band of Over 75%.