MONTEREY WEALTH of ATLANTA, GA is an SEC-registered investment adviser (CRD 172577). Regulatory assets under management: $300.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Jay William Cohen | OWNER; PRESIDENT | — |
| David E Duncan | CHIEF COMPLIANCE OFFICER; OWNER | — |
| COHEN LAURENCE WILLIAM | OWNER; PRESIDENT; PRESIDENT / CCO | — |
| DUNCAN DAVID E | CHIEF COMPLIANCE OFFICER; OWNER | — |