Investment adviser · CRD 140245

STEPHEN M. MINTZ DBA STEPHEN M. MINTZ, FEE-ONLY FINANCIAL CONSUL

Investment adviser filing (IA)

MINTZ, STEPHEN M.

MONROE, LA, United States · Form ADV filed Mar 15, 2017

Regulatory AUM
$14.7M
Form ADV · Item 5.F
Client accounts
101
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 15, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly

Principal office

1900 N. 18TH STREET, SUITE 406
MONROE, LA, 71201, United States

CRD 140245

Filing source

Form ADV 1079109 · Mar 15, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.