|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Monarch Plan Advisors
✚
|
|
|---|---|
| CRD # | 286612 |
| SEC # | 801-111651 |
| CIK # | |
| AUM | $762.5 M (2025-06-16) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 818-444-0376 |
| Address | 3355 Cochran Street Simi Valley, CA 93063 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 132 | 762.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 136 | 762.5 |
| By Discretionary | ||
| Discretionary | 85 | 470.2 |
| Non-Discretionary | 51 | 292.2 |
| Total | 136 | 762.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 762.5 | |
| Total | 136 | 762.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sierra Crest Investment Management LLC
✚
|
NY | 0.8 |
|
Fintech Collective Management LLC
✚
|
NY | 0.8 |
|
True Green Capital Management LLC
✚
|
CT | 0.8 |
|
Logia Portfolio Management LLC
✚
|
KS | 0.8 |
|
Tavira Financial Limited
✚
|
0.8 | |
|
Truemark Investments LLC
✚
|
IL | 0.8 |
|
GT Investment Partners LP
✚
|
CA | 0.8 |
|
Radianx Capital LLC
✚
|
NY | 0.8 |
|
Highcrest Capital LLC
✚
|
TX | 0.8 |
|
IFC Core Investment Management LLC
✚
|
NC | 0.8 |