MONARCH WEALTH STRATEGIES

SANTA BARBARA, California·3 registered advisors·CRD# 136029
SEC# 801-1187752(805) 564-0800
01

Firm Overview

AUM
$337M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MONARCH WEALTH STRATEGIES

3 registered advisors
Aaron Jeffrey Clark
SANTA BARBARA, California
Kimberly Sara Malesky
SANTA BARBARA, California
Nicole Renee Allen
SANTA BARBARA, California
05

Office Locations

SANTA BARBARA, California
3 advisors

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Data sourced from SEC Form ADV filings. MONARCH WEALTH STRATEGIES (CRD# 136029) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.