MONARCH PLAN ADVISORS
CRD #286612 SEC #801-111651 SIMI VALLEY, CA (818) 444-0376
SEC Registered
Total AUM
$762.5M
Discretionary
$470.2M
Employees
6
Clients
--
Accounts
136
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $762.5M | $470.2M | $292.2M | 6 | 125 |
| Dec 2017 | $54.7M | $54.7M | $0 | 7 | 65 |
DateJun 2025
Total AUM$762.5M
Discretionary$470.2M
Non-Disc.$292.2M
Employees6
Clients125
DateDec 2017
Total AUM$54.7M
Discretionary$54.7M
Non-Disc.$0
Employees7
Clients65