MONTZ HARCUS WEALTH MANAGEMENT

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

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 Status	Approved
Firm CRD#	301963
SEC#	801-115292
Assets Managed by Firm	$563,831,182
No. of Clients	1186
No. of Advisors	7

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 Clients	AUM
Firm Total	1186	$563,831,182
Individuals (other than high net worth individuals)	426	$124,663,696
High net worth individuals	149	$392,099,995
Pension and profit sharing plans	10	$33,239,895
Charitable organizations	1	$5,726,077
Corporations or other businesses	6	$8,101,519

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