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 is an independent registered investment advisor that began SEC registration in 2022 and operates as an LLC. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting services. Its pricing mixes asset-based fees with hourly and fixed-fee arrangements. The firm is not positioned as a capital allocator and does not emphasize ESG investing; it is also not registered as a multi-state adviser.
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 1
Vickie Chrisman
Chief Compliance OfficerCRD 4888868
Contacts
2 of 2
Jeffrey 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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