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Financial Advisor
California
Santa Barbara
MONARCH WEALTH STRATEGIES

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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