1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MONTZ HARCUS WEALTH MANAGEMENT

Map pinNEW ORLEANS, LA
Phone504-488-3700
NotebookSEC #801-115292
Total AUM
$876.3M
Employees
9
Clients
687

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
610 CITY PARK AVENUE
NEW ORLEANS
LA 70119
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
504-488-3700
Other Offices
1

ReceiptFinancials

Total AUM
$876.3M
Accounts
1,531
Discretionary
$794.6M
Accounts
1,438
Non-Discretionary
$81.8M
Accounts
93

ContactClients

View more in analytics →

Individual Clients
447
AUM
$107.1M
HNW Individual Clients
220
AUM
$687.2M
Pension/Profit Sharing Plan Clients
11
AUM
$62.6M
Charitable Organization Clients
2
AUM
$16.2M
Corporation or Business Clients
7
AUM
$3.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
PROJECT CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLLAMSTNTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account