SEC Seal
SEC Banner
Search the Next-Generation EDGAR System
Filing Detail
Form 13F-HR/A - Quarterly report filed by institutional managers, Holdings: [Amend]
SEC Accession No. 0001839826-21-000002
Filing Date
2021-02-16
Accepted
2021-02-16 15:15:36
Documents
2
Period of Report
2020-12-31
Effectiveness Date
2021-02-16

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR/A  
1 primary_doc.xml 13F-HR/A 2058
2 monterey4q20amt.html INFORMATION TABLE  
2 monterey4q20amt.xml INFORMATION TABLE 48016
  Complete submission text file 0001839826-21-000002.txt   51250
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/A | Act: 34 | File No.: 028-20667 | Film No.: 21636928