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MONTZ HARCUS WEALTH MANAGEMENT
Tel: 504-488-3700
610 City Park Avenue New Orleans, Louisiana 70119
MONTZ HARCUS WEALTH MANAGEMENT
MONTZ HARCUS WEALTH MANAGEMENT is a New Orleans, Louisiana based financial advisory firm with nearly $563,831,182 in assets under management and provides investment advisory services for 1186 clients. There are currently 7 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops , Other (PROJECT CONSULTING SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
301963
SEC#:
801-115292
No. of Clients:
1186
Assets under Management
$563,831,182
No. of Advisors:
7
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