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|
| Keyboard |
| Monarch Plan Advisors
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|
|---|---|
| CRD # | 286612 |
| SEC # | 801-111651 |
| CIK # | |
| AUM | 792.6 M (2026-06-18) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 818-444-0376 |
| Address | 3355 Cochran Street Simi Valley, CA 93063 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 130 | 792.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 130 | 792.6 |
| By Discretionary | ||
| Discretionary | 87 | 442.2 |
| Non-Discretionary | 43 | 350.3 |
| Total | 130 | 792.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 792.6 | |
| Total | 130 | 792.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
MA | 808.4 M |
|
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|
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|
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✚
|
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|
Fintech Collective Management LLC
✚
|
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|
ICR Partners LLC
✚
|
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|
337 Frontier Capital LP
✚
|
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|
Friends & Family Capital Management LLC
✚
|
CA | 793.8 M |
|
New Wave Loans Residential LLC
✚
|
FL | 787.4 M |
|
Systelligence LLC
✚
|
MN | 783.9 M |
|
Sierra Crest Investment Management LLC
✚
|
NY | 781.1 M |