Montz Harcus Wealth Management
Montz Harcus Wealth Management (CRD# 301963) is a financial advisory firm headquartered in New Orleans, LA. They manage $563,831,182 in 1,186 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management564MILLION
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Total Number of Accounts1,186ACCOUNTS
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Average Account Value$475,406
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
FL, LA, MS, TN, TX
Morell Crane (CRD# 6027482) is an Investment Advisor Representative working at Montz Harcus Wealth Management in New Orleans, LA and has over 7 years of experience in the finance industry.
Alexander Harcus (CRD# 6321832) is an Investment Advisor Representative working at Montz Harcus Wealth Management in New Orleans, LA and has over 9 years of experience in the finance industry.
Christine Montz (CRD# 3100135) is an Investment Advisor Representative working at Montz Harcus Wealth Management in New Orleans, LA and has over 22 years of experience in the finance industry.
Joseph Montz (CRD# 1656101) is an Investment Advisor Representative working at Montz Harcus Wealth Management in New Orleans, LA and has over 36 years of experience in the finance industry.
Mary Brown (CRD# 5281184) is an Investment Advisor Representative working at Montz Harcus Wealth Management in New Orleans, LA and has over 4 years of experience in the finance industry.
Hannah Reed (CRD# 7562236) is an Investment Advisor Representative working at Montz Harcus Wealth Management in New Orleans, LA and has 1 year of experience in the finance industry.