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Building 2STEPHEN M. MINTZ DBA STEPHEN M. MINTZ, FEE-ONLY FINANCIAL CONSUL

Map pinMONROE, LA
Phone318-325-5090
NotebookSEC #801-69592
Total AUM
$14.7M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1900 N. 18TH STREET
SUITE 406
MONROE
LA 71201
United States
Operating Hours
1:00 - 5:00PM CST, MEETINGS SET BY APPOINTMENT
Monday - Friday
Phone
318-325-5090

ReceiptFinancials

Total AUM
$14.7M
Accounts
101
Discretionary
$14.7M
Accounts
101
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

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

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