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Aaron Jeffrey Clark

MONARCH WEALTH STRATEGIES·SANTA BARBARA, California
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222 EAST CARILLO STREET, SANTA BARBARA, CA 93101CRD# 4768202Firm CRD# 136029
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About

Aaron Jeffrey Clark is a registered financial advisor based in SANTA BARBARA, California, affiliated with MONARCH WEALTH STRATEGIES. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MONARCH WEALTH STRATEGIES
MONARCH WEALTH STRATEGIES
AUM
$337M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at MONARCH WEALTH STRATEGIES →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4768202
Firm CRD# 136029
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Aaron Jeffrey Clark offer?
Aaron Jeffrey Clark specializes in Financial Planning, Investment Management. Contact their office in SANTA BARBARA, California for a consultation.
What are Aaron Jeffrey Clark's credentials?
Aaron Jeffrey Clark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron Jeffrey Clark located?
Aaron Jeffrey Clark is based in SANTA BARBARA, California, working with MONARCH WEALTH STRATEGIES. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.
How does Aaron Jeffrey Clark charge for services?
Aaron Jeffrey Clark's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONARCH WEALTH STRATEGIES?
MONARCH WEALTH STRATEGIES has approximately 7 employees and manages $337M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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