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Home > Retirement Planners > california > santa barbara > MONARCH WEALTH STRATEGIES
MONARCH WEALTH STRATEGIES
222 East Carillo Street
Suite 208
Santa Barbara, California 93101
Tel: (805) 564-0800
About MONARCH WEALTH STRATEGIES
MONARCH WEALTH STRATEGIES, formally registered with the SEC as MONARCH WEALTH STRATEGIES. The firm was established in 05/22/2020. They have over 3 offices throughout the country.
MONARCH WEALTH STRATEGIES is a Santa Barbara, California based Financial Planning firm with nearly $336,787,014 assets under management, offering retirement planning & investment advisory services to 925 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 136029 |
| SEC# | 801-118775 |
| Assets Managed by Firm | $336,787,014 |
| No. of Clients | 925 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 925 | $336,787,014 |
| Individuals (other than high net worth individuals) | 230 | $70,564,089 |
| High net worth individuals | 163 | $252,708,117 |
| Pension and profit sharing plans | 4 | $9,016,987 |
| Charitable organizations | 2 | $2,295,261 |
| Corporations or other businesses | 2 | $2,202,560 |
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