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MONTZ HARCUS WEALTH MANAGEMENT

610 City Park Avenue
New Orleans, Louisiana 70119
Tel: 504-488-3700

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About MONTZ HARCUS WEALTH MANAGEMENT

MONTZ HARCUS WEALTH MANAGEMENT, formally registered with the SEC as MONTZ HARCUS WEALTH MANAGEMENT. The firm was established in 05/17/2019. They have over 1 offices throughout the country.

MONTZ HARCUS WEALTH MANAGEMENT is a New Orleans, Louisiana based Financial Planning firm with nearly $563,831,182 assets under management, offering retirement planning & investment advisory services to 1186 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#301963
SEC#801-115292
Assets Managed by Firm$563,831,182
No. of Clients1186
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

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)

Firm Client Information

No. of ClientsAUM
Firm Total1186$563,831,182
Individuals (other than high net worth individuals)426$124,663,696
High net worth individuals149$392,099,995
Pension and profit sharing plans10$33,239,895
Charitable organizations1$5,726,077
Corporations or other businesses6$8,101,519

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