| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Fine | Retirement Plan Consultant, Member | 25-50% | 2020 |
| Steven T Wilkinson Control | President, Cco, Member | Over 75% | 2013 |
Monarch Plan Advisors reports $762.5 million in regulatory assets under management on its Form ADV.
Monarch Plan Advisors reports 6 employees.
Monarch Plan Advisors is based in Simi Valley, CA and has been SEC-registered since 2017.
Monarch Plan Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3355 Cochran Street, Suite 101, Simi Valley, CA 93063 |
| Phone | (818) 444-0376 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $470.2M |
| Non-discretionary | $292.2M |
| Total (RAUM) | $762.5M |