Lees Monsour Group

Lees Monsour Group (CRD# 318023) is a financial advisory firm headquartered in Shreveport, LA. They manage $514,334,619 in 938 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

9335 Ellerbe Road, Shreveport, LA 71106

https://www.leesmonsourgroup.com

By the Numbers

Total Assets Under Management

514

MILLION
Total Number of Accounts

938

ACCOUNTS
Average Account Value

$548,331

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Lees Monsour Group

Showing 1 - 2 of 2 top financial advisors.

Samuel Lees

CRD#: 1491519

9335 Ellerbe Road, Shreveport, LA 71106

Samuel Lees (CRD# 1491519) is an Investment Advisor Representative working at Lees Monsour Group in Shreveport, LA and has over 37 years of experience in the finance industry.

Jeffrey L. Monsour

CRD#: 2483811

9335 Ellerbe Road, Shreveport, LA 71106

Jeffrey Monsour (CRD# 2483811) is an Investment Advisor Representative working at Lees Monsour Group in Shreveport, LA and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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