Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001839826-23-000003
Filing Date
2023-04-07
Accepted
2023-04-06 17:48:43
Documents
2
Period of Report
2023-03-31
Effectiveness Date
2023-04-07

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2016
2 monterey1q23.html INFORMATION TABLE  
2 monterey1q23.xml INFORMATION TABLE 53711
  Complete submission text file 0001839826-23-000003.txt   56894
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)

EIN.: 770576759 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-20667 | Film No.: 23807331