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Christine Champagne Montz

MONTZ HARCUS WEALTH MANAGEMENT LLC·NEW ORLEANS, Louisiana
Unclaimed Profile
610 CITY PARK AVENUE, NEW ORLEANS, LA 70119CRD# 3100135Firm CRD# 301963
01

About

Christine Champagne Montz is a registered financial advisor based in NEW ORLEANS, Louisiana, affiliated with MONTZ HARCUS WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MONTZ HARCUS WEALTH MANAGEMENT LLC
MONTZ HARCUS WEALTH MANAGEMENT
AUM
$564M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at MONTZ HARCUS WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3100135
Firm CRD# 301963
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christine Champagne Montz offer?
Christine Champagne Montz specializes in Financial Planning, Investment Management. Contact their office in NEW ORLEANS, Louisiana for a consultation.
What are Christine Champagne Montz's credentials?
Christine Champagne Montz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christine Champagne Montz located?
Christine Champagne Montz is based in NEW ORLEANS, Louisiana, working with MONTZ HARCUS WEALTH MANAGEMENT LLC. Their office serves clients in the NEW ORLEANS metropolitan area and surrounding communities.
How does Christine Champagne Montz charge for services?
Christine Champagne Montz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONTZ HARCUS WEALTH MANAGEMENT LLC?
MONTZ HARCUS WEALTH MANAGEMENT LLC has approximately 7 employees and manages $564M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Louisiana
BATON ROUGE (72)METAIRIE (53)LAFAYETTE (41)SHREVEPORT (30)MANDEVILLE (25)
City Guides
BATON ROUGE GuideMETAIRIE GuideLAFAYETTE GuideSHREVEPORT GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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