MONARCH PLAN ADVISORS
SEC Form ADV profile.
Total regulatory AUM
$792,570,644
Discretionary
$442,225,559
Non-discretionary
$350,345,085
Firm details
- CRD number
- 286612
- SEC file number
- 801-111651
- Main office
- SIMI VALLEY, CA, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.