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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001839826-21-000007
Filing Date
2021-04-28
Accepted
2021-04-28 17:20:21
Documents
2
Period of Report
2021-03-31
Effectiveness Date
2021-04-28

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1887
2 monterey1q21.html INFORMATION TABLE  
2 monterey1q21.xml INFORMATION TABLE 51207
  Complete submission text file 0001839826-21-000007.txt   54261
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.: 21865594