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Kimberly Sara Malesky

MONARCH WEALTH STRATEGIES·SANTA BARBARA, California
Unclaimed Profile
222 EAST CARILLO STREET, SANTA BARBARA, CA 93101CRD# 5255382Firm CRD# 136029
01

About

Kimberly Sara Malesky 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# 5255382
Firm CRD# 136029
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kimberly Sara Malesky offer?
Kimberly Sara Malesky specializes in Financial Planning, Investment Management. Contact their office in SANTA BARBARA, California for a consultation.
What are Kimberly Sara Malesky's credentials?
Kimberly Sara Malesky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Sara Malesky located?
Kimberly Sara Malesky 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 Kimberly Sara Malesky charge for services?
Kimberly Sara Malesky'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
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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