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Retirement Plan Consultant, Member · Monarch Plan Advisors

Michael Fine

CRD 6183402 · Named on Form ADV at one SEC-registered adviser

At a glance

Monarch Plan Advisors, an SEC-registered asset manager based in Simi Valley, CA with $793 million in regulatory assets, lists Michael Fine on its Form ADV as Retirement Plan Consultant, Member.

Firms and roles

  • Monarch Plan AdvisorsRetirement Plan Consultant, MemberAsset manager · Simi Valley, CA · $793M in regulatory assets

AtlasMembers

Michael’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.