Overview
Assets Under Management: $714 million
Headquarters: NEW ORLEANS, LA
High-Net-Worth Clients: 154
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 154
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.76
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,332
Discretionary Accounts: 1,240
Non-Discretionary Accounts: 92
Regulatory Filings
CRD Number: 301963
Filing ID: 1958172
Last Filing Date: 2025-03-20 10:17:00
Website: https://montzharcus.com