MONARCH PLAN ADVISORS of SIMI VALLEY, CA is an SEC-registered investment adviser (CRD 286612). Regulatory assets under management: $792.6M.
Compensation: % of AUM, Fixed.
Clients served: Pensions.
| Name | Role | Location |
|---|---|---|
| Michael Fine | RETIREMENT PLAN CONSULTANT, MEMBER | Newport Beach, CA |
| Steven T Wilkinson | PRESIDENT, CCO, MEMBER | — |
| FINE ROBERT MICHAEL | RETIREMENT PLAN CONSULTANT; RETIREMENT PLAN CONSULTANT, MEMBER | — |
| WILKINSON STEVEN T | PRESIDENT, CCO, MEMBER; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |