Be advised. This firm is no longer registered.

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 $14,700,000 in 101 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $145,545
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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Stephen M. Mintz Dba Stephen M. Mintz, Fee-only Financial Consul
No Advisor Found.
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