MONTZ HARCUS WEALTH MANAGEMENT - Financial Advisor in Louisiana, New Orleans

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

No. of Advisors:

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

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