610 City Park Avenue
New Orleans, Louisiana 70119
Tel: 504-488-3700
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$18,432,430,824 | 62249 | 570 | |
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,964,828,037 | 10 | 38 |
$2,952,693,844 | 5 | 31 | |
$2,535,697,292 | 7157 | 34 | |
$2,489,088,707 | 1855 | 12 |
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