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, SEC-registered RIA formed as a limited liability company in 2019. The firm describes itself as a capital allocator serving both individuals & families and institutional clients. Its advisory offering includes comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting support, manager selection, and educational seminars. In addition to advisory services, the firm operates as a registered representative of a broker-dealer, an insurance broker, and an accountant. Fee arrangements include percentage-of-AUM, hourly, and fixed-fee engagements. The firm is not listed 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 6
Bennett 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 56Active vs passive
$316M in ETFs
70%
$222M
1%
$94.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $39.9M | 454,084 | 12.63% |
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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