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Building 2MONARCH WEALTH STRATEGIES

Map pinSANTA BARBARA, CA
Phone(805) 564-0800
NotebookSEC #801-118775
Total AUM
$463.5M
Employees
7
Clients
396

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
222 EAST CARILLO STREET
SUITE 208
SANTA BARBARA
CA 93101
United States
Operating Hours
8:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
(805) 564-0800
Other Offices
2

ReceiptFinancials

Total AUM
$463.5M
Accounts
956
Discretionary
$463.5M
Accounts
956
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
229
AUM
$107.4M
HNW Individual Clients
161
AUM
$331.1M
Pension/Profit Sharing Plan Clients
3
AUM
$10.1M
Charitable Organization Clients
2
AUM
$14.8M
Corporation or Business Clients
1
AUM
$69.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLLAMONHNVNYORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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