MONARCH PLAN ADVISORS
Latest filing: Mar 03, 2025 (152 days ago)
AUM
$0
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
6
-50% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
SIMI VALLEY, CA
3355 COCHRAN STREET, SIMI VALLEY, CA, UNITED STATES, 93063
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $0.0 |
| Total | $0.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| 3(38) INVESTMENT FIDUCIARIES INC. | $0.0 | 298053 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
6 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| CARRIE TEMKIN | SIMI VALLEY | CA | S63|2004-12-18|S65|2022-11-04 | ||||||
| RONALD HALL | SIMI VALLEY | CA | S65|2023-10-23|S63|2022-06-13 | ||||||
| MICHAEL FINE | SIMI VALLEY | CA | S63|2013-06-28|S65|2013-09-16 | CERTIFIED FINANCIAL PLANNER | |||||
| WILLIAM NUGENT | SIMI VALLEY | CA | S63|1997-11-06|S65|2006-04-20 | CERTIFIED FINANCIAL PLANNER | |||||
| STEVEN WILKINSON | SIMI VALLEY | CA | S66|2007-04-07 | ||||||
| DARRYL SHAFER | SIMI VALLEY | CA | S66|2004-12-13 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.0 | $0.0 | 0% | 6 | 0 | 0% |
| 2025-04-21 | $0.0 | $0.0 | 0% | 6 | 0 | 0% |
| 2024-04-02 | $0.0 | $0.0 | 0% | 12 | -6 | -50% |
| 2023-04-04 | $0.0 | $0.0 | 0% | 6 | 0 | 0% |
| 2022-04-01 | $0.0 | $0.0 | 0% | 6 | 0 | 0% |
| 2021-04-05 | $0.0 | $0.0 | 0% | 6 | 0 | 0% |
| 2020-04-01 | $0.0 | $0.0 | 0% | 6 | 0 | 0% |
| 2019-04-01 | $0.0 | $0.0 | 0% | 6 | 0 | 0% |
| 2018-04-02 | $0.0 | $0.0 | 0% | 7 | -1 | -14% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-09/08/2017, NC-10/11/2023, TX-04/30/2024 |
| ADVISER ACTIVITIES |
|
PENSION CONSULTING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV