MINTZ, STEPHEN M.

STEPHEN M. MINTZ DBA STEPHEN M. MINTZ, FEE-ONLY FINANCIAL CONSUL
MONROE, Louisiana·1 registered advisor·CRD# 140245
SEC# 801-69592318-325-5090
01

Firm Overview

AUM
$15M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MINTZ, STEPHEN M.

1 registered advisor
Stephen Michael Mintz
MONROE, Louisiana
05

Office Locations

MONROE, Louisiana
1 advisor

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Data sourced from SEC Form ADV filings. MINTZ, STEPHEN M. (CRD# 140245) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.