Monarch Wealth Strategies
Monarch Wealth Strategies (CRD# 136029) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $336,787,014 in 925 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management337MILLION
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Total Number of Accounts925ACCOUNTS
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Average Account Value$364,094
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, LA, NH, TX
Aaron Clark (CRD# 4768202) is an Investment Advisor Representative working at Monarch Wealth Strategies in Santa Barbara, CA and has over 20 years of experience in the finance industry.
Stephanie Dewitt (CRD# 723803) is an Investment Advisor Representative working at Monarch Wealth Strategies in Pasadena, CA and has over 40 years of experience in the finance industry.
Nga Ho (CRD# 5162507) is an Investment Advisor Representative working at Monarch Wealth Strategies in Los Angeles, CA and has over 17 years of experience in the finance industry.
Brian Johnson (CRD# 5617309) is an Investment Advisor Representative working at Monarch Wealth Strategies in Santa Barbara, CA and has over 15 years of experience in the finance industry.
Che Lee (CRD# 2536883) is an Investment Advisor Representative working at Monarch Wealth Strategies in Los Angeles, CA and has 1 year of experience in the finance industry.
Nicole Allen (CRD# 7127630) is an Investment Advisor Representative working at Monarch Wealth Strategies in Santa Barbara, CA and has 1 year of experience in the finance industry.
Amanda Fox (CRD# 7257896) is an Investment Advisor Representative working at Monarch Wealth Strategies in Santa Barbara, CA and has over 3 years of experience in the finance industry.
Taranvir Pannu (CRD# 7134256) is an Investment Advisor Representative working at Monarch Wealth Strategies in Santa Maria, CA and has over 4 years of experience in the finance industry.
Irene Timmons (CRD# 4719084) is an Investment Advisor Representative working at Monarch Wealth Strategies in Santa Maria, CA and has over 18 years of experience in the finance industry.