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Building 2MONARCH PLAN ADVISORS

Map pinSIMI VALLEY, CA
Phone(818) 444-0376
NotebookSEC #801-111651
Total AUM
$792.6M
Employees
5
Clients
130

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3355 COCHRAN STREET
SUITE 101
SIMI VALLEY
CA 93063
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
(818) 444-0376
Other Offices
3

ReceiptFinancials

Total AUM
$792.6M
Accounts
130
Discretionary
$442.2M
Accounts
87
Non-Discretionary
$350.3M
Accounts
43

ContactClients

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Pension/Profit Sharing Plan Clients
130
AUM
$792.6M

Briefcase businessServices

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Services Offered
Pension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANCTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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