MONTZ HARCUS WEALTH MANAGEMENT
Firm details
- Headquarters
- NEW ORLEANS, Louisiana
- CRD number
- 301963
- Registered since
- May 17, 2019
- Website
- www.montzharcus.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.42%
- Individuals12.22%
- Pension & Profit Sharing Plans7.14%
- Charitable Organizations1.85%
- Corporations / Businesses0.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Montz Harcus Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered since 2019. The firm serves both individual and family clients as well as institutional accounts, and it functions as a capital allocator that selects external managers and alternative fund vehicles on clients’ behalf. Its fees include percentage-of-AUM arrangements alongside hourly and fixed-fee engagements. In addition to advisory services, the firm’s principals operate as registered representatives of a broker-dealer and hold insurance brokerage and accounting credentials, and they run educational workshops in support of client objectives. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Montz Harcus does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Exchange Traded Equities9%
- State & Local Bonds8%
- Cash & Cash Equivalents6%
- Private Funds4%
Contacts
3 of 6Bennett Duffy
Portfolio ManagerCRD 7021890
Mary Brown
Insurance SpecialistCRD 5281184
CHRISTINE MONTZ
PresidentCRD 3100135
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$268M in ETFs
66%
$178M
1%
$89.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $34.4M | 449,889 | 12.87% |
Location
NEW ORLEANS, LA
ORLEANS
Location
NEW ORLEANS, LA
Headquartered in NEW ORLEANS, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- ORLEANS
- Address
- 610 City Park Ave
- Time zone
- CT (UTC-6)
- Office locations
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