Stephen M. Mintz Dba Stephen M. Mintz, Fee-only Financial Consul

Stephen M. Mintz Dba Stephen M. Mintz, Fee-only Financial Consul (CRD# 140245) is a financial advisory firm headquartered in Monroe, LA. They manage $118,849,995 in 306 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    306
    ACCOUNTS
  • Average Account Value
    $388,399
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Stephen M. Mintz Dba Stephen M. Mintz, Fee-only Financial Consul
Showing 1 - 1 of 1 top financial advisors.
1
Stephen M. Mintz
CRD#: 5121855
1900 N. 18th Street, Suite 406, Monroe, LA 71201
93
Wealthminder
score

Stephen Mintz (CRD# 5121855) is an Investment Advisor Representative working at Stephen M. Mintz Dba Stephen M. Mintz, Fee-only Financial Consul in Monroe, LA and has over 5 years of experience in the finance industry.

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