linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Nga Yu Ho

Monarch Wealth Strategies

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Nga? Claim Your Profile

About Nga Yu Ho

Nga Yu Ho is an investment advisor representative at Monarch Wealth Strategies and has been in the industry since August 2003. Nga is registered with the state of California. Nga's professional experience includes positions with PDV Financial Management and Monarch Wealth Strategies. Nga provides financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Nga Ho is currently registered with Monarch Wealth Strategies. Monarch Wealth Strategies is a registered investment advisor based in Santa Barbara, California. They have 3 licensed agents, 7 investment advisor representatives, and 6 investment advisory functions. They manage approximately $336,787,014 in assets for 925 clients. They offer financial planning and portfolio management for individuals and provide pension consulting services. Their client base includes high net worth individuals, individuals other than high net worth, charitable organizations, pension and profit sharing plans, and corporations or other businesses.
Monarch Wealth Strategies

222 EAST CARILLO STREET

SANTA BARBARA, CA 93101

$336.79M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Nga Ho’s Registration & Firm History

CA

03/12/2024 - Present

Monarch Wealth Strategies (Los Angeles CA)

Not sure if Nga Yu Ho is right for you?

Licenses & Designations

IA

Issued 07/01/2006

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nga Yu Ho.
Not sure if Nga Yu Ho is right for you?