MONARCH PLAN ADVISORS

CRD 286612 · SEC 801-111651

3355 COCHRAN STREET, SUITE 101, SIMI VALLEY, CA, 93063, United States

Phone

(818) 444-0376

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$792.6M

Discretionary AUM

$442.2M

Team

5 total employees; 5 advisory reps

Clients

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Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-06-18

Disciplinary history

Services

Pension consulting

Type	Clients	AUM
Pension/profit sharing plans	130	$792.6M

CA, NC, TX

Official SEC filing: View on IAPD