Nga Yu Ho
Investment adviser representative at Monarch Wealth Strategies
23 yearsExperience
1 stateRegistered in
$463.5MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Monarch Wealth StrategiesMar 2024 to now
- Pdv Financial ManagementAug 2003 to Feb 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
Monarch Wealth Strategies
$463.5MAssets managed
396Clients
8Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5162507
- Firm CRD
- 136029