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Michael Fine

MONARCH PLAN ADVISORS·SIMI VALLEY, California
Unclaimed Profile
3355 COCHRAN STREET, SIMI VALLEY, CA 93065CRD# 6183402Firm CRD# 286612
01

About

Michael Fine is a registered financial advisor based in SIMI VALLEY, California, affiliated with MONARCH PLAN ADVISORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
MONARCH PLAN ADVISORS
MONARCH PLAN ADVISORS
AUM
—
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at MONARCH PLAN ADVISORS →
Services
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6183402
Firm CRD# 286612
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Fine offer?
Michael Fine is a registered financial advisor in SIMI VALLEY, California. Contact their office for details on services offered.
What are Michael Fine's credentials?
Michael Fine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Fine located?
Michael Fine is based in SIMI VALLEY, California, working with MONARCH PLAN ADVISORS. Their office serves clients in the SIMI VALLEY metropolitan area and surrounding communities.
How does Michael Fine charge for services?
Michael Fine's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONARCH PLAN ADVISORS?
MONARCH PLAN ADVISORS has approximately 12 employees. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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