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 adviser organized as an LLC and SEC-registered in 2022. The firm serves both individual/family clients and institutional accounts, offering financial planning and portfolio management across households, small businesses and institutional clients, and provides pension consulting services. Its billing mixes asset-based fees with hourly and fixed-fee engagements. The firm reports no active ESG investing program.
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
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 47Active vs passive
$247M in ETFs
100%
$246M
0%
$740K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $45.8M | 332,814 | 18.55% |
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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