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 began SEC registration in 2022. The firm serves individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting. Its client fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Public filings and the firm's asset mix indicate a clear preference toward publicly traded equities and exchange-traded products in portfolio construction.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$241M in ETFs
100%
$241M
0%
$724K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $47.4M | 333,322 | 19.66% |
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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