MONTZ HARCUS WEALTH MANAGEMENT LLC

MONTZ HARCUS WEALTH MANAGEMENT
NEW ORLEANS, Louisiana·2 registered advisors·CRD# 301963
SEC# 801-1152920504-488-3700
01

Firm Overview

AUM
$564M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MONTZ HARCUS WEALTH MANAGEMENT LLC

2 registered advisors
Alexander Bruce Harcus
NEW ORLEANS, Louisiana
Christine Champagne Montz
NEW ORLEANS, Louisiana
05

Office Locations

NEW ORLEANS, Louisiana
2 advisors

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Data sourced from SEC Form ADV filings. MONTZ HARCUS WEALTH MANAGEMENT LLC (CRD# 301963) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.