LEES MONSOUR GROUP
Firm details
- Headquarters
- SHREVEPORT, Louisiana
- CRD number
- 318023
- Registered since
- March 9, 2022
- Website
- www.leesmonsourgroup.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.16%
- Individuals9.14%
- Corporations / Businesses6.52%
- Charitable Organizations3.71%
- Pension & Profit Sharing Plans0.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Lees Monsour Group LLC is an independent registered investment adviser that provides financial planning and portfolio management to individuals, families, small businesses and institutional clients. The firm offers fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. Core advisory services listed on its ADV include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Lees Monsour Group does not describe itself as an active ESG investor and is not a multi-state adviser per its snapshot data.
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
- Exchange Traded Equities80%
- Cash & Cash Equivalents14%
- Public Funds/Mutual Funds3%
- State & Local Bonds2%
- US Government Bonds1%
Owners & executives
1 of 1VICKIE CHRISMAN
Chief Compliance OfficerCRD 4888868
Contacts
2 of 2JEFFREY MONSOUR
PartnerCRD 2483811
SAMUEL LEES
Managing PartnerCRD 1491519
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$210M in ETFs
100%
$209M
0%
$841K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $37.5M | 331,826 | 17.86% |
Location
SHREVEPORT, LA
CADDO
Location
SHREVEPORT, LA
Headquartered in SHREVEPORT, LA, anchoring the Shreveport-Bossier City-Minden, LA metro in the South.
- Metro area
- Shreveport-Bossier City-Minden, LA
- Region
- South
- County
- CADDO
- Address
- 9335 Ellerbe Rd
- Time zone
- CT (UTC-6)
- Office locations
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