MONARCH WEALTH STRATEGIES
Tel: (805) 564-0800 222 East Carillo Street Suite 208 Santa Barbara, California 93101
About MONARCH WEALTH STRATEGIES
MONARCH WEALTH STRATEGIES is a Santa Barbara, California based financial advisory firm with nearly $336,787,014 in assets under management and provides investment advisory services for 925 clients. There are currently 7 financial advisors at the firm.
General Information
Firm CRD#:
136029
Firm SEC#:
801-118775
Assets Under Management:
$336,787,014
No. of Clients:
925
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services
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