MONTZ HARCUS WEALTH MANAGEMENT
Tel: 504-488-3700 610 City Park Avenue New Orleans, Louisiana 70119
About 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
Firm CRD#:
301963
Firm SEC#:
801-115292
Assets Under Management:
$563,831,182
No. of Clients:
1186
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)
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