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 |
| Firm CRD#: | 301963 | |
| SEC#: | 801-115292 | |
| Assets under Management: | $563,831,182 | |
| No. of Clients: | 1186 | |
| No. of Advisors: | 7 | |
| 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 |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| BEAM WEALTH ADVISORS, INC. | 109867 | 801-60334 | 2656 | 17 | $577,438,797 |
| SECOND LINE CAPITAL, LLC | 324386 | 801-127790 | 1911 | 17 | $402,132,214 |
| CULLEN INVESTMENT GROUP | 18266 | 801-61265 | 1424 | 9 | $795,470,355 |
| KG&L CAPITAL MANAGEMENT, LLC | 164500 | 801-112461 | 1298 | 8 | $414,086,497 |
| LEES MONSOUR GROUP | 318023 | 801-123403 | 1199 | 4 | $612,190,360 |
| MONTZ HARCUS WEALTH MANAGEMENT | 301963 | 801-115292 | 1186 | 7 | $563,831,182 |
| HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC | 301715 | 801-115250 | 1109 | 3 | $503,997,302 |
| EAGLE CAPITAL MANAGEMENT, LLC | 110177 | 801-57207 | 789 | 2 | $437,682,651 |
| FREEGULLIVER, LLC | 117040 | 801-65870 | 716 | 17 | $548,274,370 |
| ABEL HALL, LLC | 302076 | 801-116674 | 571 | 7 | $400,117,820 |
| BCM ADVISORS, LLC | 107946 | 801-56006 | 493 | 9 | $666,235,191 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 166749 | 801-77795 | 416 | 4 | $384,003,203 |
| PARADIEM, LLC | 158200 | 801-110924 | 403 | 18 | $466,197,031 |
| HACKETT ROBERTSON TOBE GROUP | 304638 | 801-117295 | 105 | 3 | $505,000,000 |
| BLACK BAY PARTNERS, LLC | 284945 | 801-113036 | 6 | 10 | $488,972,673 |