Investment adviser · CRD 286612
MONARCH PLAN ADVISORS
Investment adviser filing (IA)
SIMI VALLEY, CA, United States · Form ADV filed Sep 5, 2026
- Regulatory AUM
- $793M Form ADV · Item 5.F
- Client accounts
- 130 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 130 | $792,570,644 | 100.0% |
Filing source
Form ADV 2128537 · Sep 5, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 5, 2026. View historical filings
Reported services
Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
3355 COCHRAN STREET, SUITE 101SIMI VALLEY, CA, 93063, United States
CRD 286612
Filing source
Form ADV 2128537 · Sep 5, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.