MONARCH PLAN ADVISORS
  • MONARCH PLAN ADVISORS
  • 3(38) INVESTMENT FIDUCIARIES
  • MONARCH CORPORATE ADVISORS

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Adviser Profile

As of Date 07/14/2026
Registration SEC, Approved, 09/08/2017
ADV Location SIMI VALLEY, CA, United States
Contact Info (81 xxxxxxx
Websites
AUM* 792,570,644
of that, discretionary 442,225,559
Number of Employees 4 -33%
of those in investment advisory functions 4 -33%
Private Fund GAV* 0
Avg Account Size 6,096,697
SMA’s No
Private Funds 0

Adviser Type

- Pension consultant

Client Types

- Pension and profit sharing plans

Advisory Activities

- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

470M 403M 336M 269M 202M 134M 67M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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