MONARCH PLAN ADVISORS
Simi Valley, United States · CRD 286612
SEC-registered investment adviser since 2017 · corporation. It files no 13F, so there are no holdings to show.
- Assets managed$792.6m
- Main clients (by assets)Pension plans 100%
- Form ADV · 2026-09-05SEC adviser record
- Kindinstitutions
- Others nearbySimi Valley, CA
As an employer
- Staff (Form ADV)5 · 5 in investment roles
- Offices in1 country