SEC Seal
SEC Banner
Search the Next-Generation EDGAR System
Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001839826-23-000004
Filing Date
2023-07-11
Accepted
2023-07-11 13:01:23
Documents
2
Period of Report
2023-06-30
Effectiveness Date
2023-07-11

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2016
2 monterey2q23.html INFORMATION TABLE  
2 monterey2q23.xml INFORMATION TABLE 55713
  Complete submission text file 0001839826-23-000004.txt   58897
Mailing Address 2340 GARDEN ROAD, STE 202 MONTEREY CA 93940
Business Address 2340 GARDEN ROAD, STE 202 MONTEREY CA 93940 831.372.3426
Monterey Private Wealth, Inc. (Filer) CIK: 0001839826 (see all company filings)

IRS No.: 770576759 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-20667 | Film No.: 231081733