Monarch Plan Advisors
Firm details
- Headquarters
- Simi Valley, California
- CRD number
- 286612
- Registered since
- September 8, 2017
- Website
- monarch401k.com
- Custodians
- EMPOWER FINANCIAL SERVICES, INC., FIDELITY DISTRIBUTORS COMPANY LLC, ADP BROKER-DEALER, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Monarch Plan Advisors is a corporate investment adviser that has been SEC-registered since 2017 and is owned by an individual. The firm serves institutional clients with a focus on pension consulting and related advisory work. Its fee model combines percentage-of-assets and fixed-fee arrangements. According to regulatory disclosures, Monarch Plan Advisors does not position itself as an active ESG investor and is not identified as a multi-state adviser in the snapshot data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Other25%
- Cash & Cash Equivalents15%
Contacts
3 of 4
Adrian Ramirez
Director of InvestmentsCRD 4955337
Michael Fine
PartnerCRD 6183402
Steven Wilkinson
Director of OperationsCRD 5294043
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Simi Valley, CA
Ventura
Location
Simi Valley, CA
Headquartered in Simi Valley, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Ventura
- Address
- 3355 Cochran St
- Time zone
- PT (UTC-8)
- Office locations
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