MONARCH PLAN ADVISORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $792.6M |
| Discretionary | $442.2M56% of AUM |
| Non-Discretionary | $350.3M |
| Client Accounts | 130 |
| Avg Account Size | $6.1M |
| Employees | 5 |
| Peak AUM | $792.6MMar 2026 |
| AUM CAGR | +35.4% /yrover 9 yrs · 25 filings |
AUM by Client Type
Total AUM
$793M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $793M | +3.9% | — | — | |
| Discretionary AUM | $442M | ||||
Key Metrics
| Total AUM | $792.6M |
| Discretionary | $442.2M |
| Employees | 5 |
| Client Accounts | 130 |
Contact & Location
Address
3355 COCHRAN STREET
SIMI VALLEY CA 93063
Phone
(818) 444-0376
Filing History
25 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$442M
55.8% of AUM
Non-Discretionary
$350M
44.2% of AUM
Disc. mix ▼ 5.9pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment Adviser