Wealth Manager
    SEC Registered
    Manages Private Funds

    Lees Monsour Group

    Registered investment advisor · Shreveport, Louisiana · CRD #318023

    Assets Under Management
    $681M
    Client Accounts
    1,350
    Employees
    4
    CRD Number
    318023
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Lees Monsour Group

    Lees Monsour Group, based in Shreveport, LA, offers investment management, financial planning, and retirement advisory services. The firm employs four professionals, three specializing in investment advisory. They create comprehensive wealth management plans and develop tailored investment strategies globally.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Lees Monsour Group's AUM?

    Lees Monsour Group reports approximately $681M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Lees Monsour Group headquartered?

    Lees Monsour Group is headquartered in Shreveport, Louisiana.

    What is Lees Monsour Group's CRD number?

    Lees Monsour Group's CRD number is 318023. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Lees Monsour Group manage?

    Lees Monsour Group manages approximately 1,350 client accounts according to its latest SEC filing.

    Is Lees Monsour Group SEC registered?

    Yes, Lees Monsour Group is registered with the SEC as an investment adviser with an approved registration status.

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