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Home > Retirement Planners > louisiana > shreveport > LEES MONSOUR GROUP
LEES MONSOUR GROUP
9335 Ellerbe Road
Shreveport, Louisiana 71106
Tel: (318) 506-8635
About LEES MONSOUR GROUP
LEES MONSOUR GROUP, formally registered with the SEC as LEES MONSOUR GROUP. The firm was established in 03/09/2022. They have over 1 offices throughout the country.
LEES MONSOUR GROUP is a Shreveport, Louisiana based Financial Planning firm with nearly $612,190,360 assets under management, offering retirement planning & investment advisory services to 1199 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 318023 |
| SEC# | 801-123403 |
| Assets Managed by Firm | $612,190,360 |
| No. of Clients | 1199 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1199 | $612,190,360 |
| Individuals (other than high net worth individuals) | 220 | $60,968,462 |
| High net worth individuals | 100 | $480,577,218 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,903,273 |
| Charitable organizations | 9 | $26,005,896 |
| Corporations or other businesses | 22 | $41,735,511 |
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|---|---|---|---|
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,964,828,037 | 10 | 38 |
| $2,952,693,844 | 5 | 31 | |
| $2,535,697,292 | 7157 | 34 | |
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