SEC CRD #801-118775
Monarch Wealth Strategies' wealth advisors offer tailored wealth management services to affluent clients in Santa Barbara, Santa Maria, and Pasadena, ... We help wealthy families make smart decisions with their money. Locations. Primary. 222 E Carrillo St. Suite 208. Santa Barbara, California 93101 ... MONARCH WEALTH STRATEGIES is a SANTA BARBARA, CA-based registered investment adviser managing $463M in assets with 7 employees (CRD #136029).
NICOLE ALLEN
CCO
📞 (805) 564-0800
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AUM
$464M
Location
SANTA BARBARA, CA
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