MONTEREY PRIVATE WEALTH, INC. of MONTEREY, CA is an SEC-registered investment adviser (CRD 114572). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Gary Eugene Douglas Alt | PARTNER | — |
| Steven Charles Merrell | CHIEF COMPLIANCE OFFICER/PARTNER; TRUSTEE | — |
| Cristofer Andres Cabanillas | PRESIDENT; TRUSTEE | — |
| Shelley Marie Cabanillas | TRUSTEE | — |
| Jeanne Marie Merrell | TRUSTEE | — |
| MERRELL STEVEN CHARLES | CHIEF COMPLIANCE OFFICER/PARTNER; OWNER; OWNER, PRESIDENT & DIRECTOR (+5 more) | — |
| MERRELL JEANNE MARIE | DIRECTOR; OWNER, DIRECTOR; TRUSTEE (+2 more) | — |
| ALT GARY EUGENE DOUGLAS | CHIEF COMPLIANCE OFFICER, DIRECTOR, TRUSTEE OF THE GARY & SHEILA ALT 2000 FAMILY TRUST; CHIEF COMPLIANCE OFFICER, TRUSTEE OF THE GARY & SHEILA ALT 2000 FAMILY TRUST; PARTNER (+2 more) | — |
| ALT SHEILA EDITH | DIRECTOR AND TRUSTEE OF THE GARY & SHEILA ALT 2000 FAMILY TRUST; OWNER, DIRECTOR AND TRUSTEE OF THE GARY & SHEILA ALT 2000 FAMILY TRUST; TRUSTEE OF THE GARY & SHEILA ALT 2000 FAMILY TRUST | — |
| PETERSEN KENNETH BURTON | PRINCIPAL | — |
| ALT GARY ED | CHIEF COMPLIANCE OFFICER | — |
| CABANILLAS CRISTOFER ANDRES | PRESIDENT; PRINCIPAL; TRUSTEE | — |
| Cabanillas Shelley Marie | TRUSTEE | — |
Showing 15 of 20 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 703-549-0862 |
| PLEASANTON | CA | 1 | 831-372-3426 |
| — | — | 1 | 616-862-5041 |
| — | — | 1 | 925-381-2372 |
| — | — | 1 | 831-359-7791 |
| — | — | 1 | 831-801-4138 |
| — | — | 1 | 925-381-2372 |
| — | — | 1 | 831-601-3746 |
| — | — | 1 | 303-829-7388 |
| — | — | 1 | 801-888-3643 |
| — | — | 1 | 703-549-0862 |
| PLEASANTON | CA | 1 | 831-372-3426 |
| — | — | 1 | 616-862-5041 |
| — | — | 1 | 925-381-2372 |
| — | — | 1 | 831-359-7791 |