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).

Current Firm Details
610 City Park Avenue, New Orleans, LA 70119
https://www.linkedin.com/company/physicians-resource-group-inc
By the Numbers
  • Total Assets Under Management
    564
    MILLION
  • Total Number of Accounts
    1,186
    ACCOUNTS
  • Average Account Value
    $475,406
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, MS, TN, TX

Financial Advisors at Montz Harcus Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
Morell Crane, financial advisor New Orleans LA
Morell S. Crane
CRD#: 6027482
610 City Park Avenue, New Orleans, LA 70119

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.

2
Alexander Harcus, financial advisor New Orleans LA
Alexander B. Harcus
CRD#: 6321832
610 City Park Avenue, New Orleans, LA 70119

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.

3
Christine Montz, financial advisor New Orleans LA
Christine C. Montz
CRD#: 3100135
610 City Park Avenue, New Orleans, LA 70119

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.

4
Joseph Montz, financial advisor New Orleans LA
Joseph C. Montz
CRD#: 1656101
610 City Park Avenue, New Orleans, LA 70119

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.

5
Mary Brown, financial advisor New Orleans LA
Mary E. Brown
CRD#: 5281184
610 City Park Avenue, New Orleans, LA 70119

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.

6
Hannah Reed, financial advisor New Orleans LA
Hannah J. Reed
CRD#: 7562236
610 City Park Avenue, New Orleans, LA 70119

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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