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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NEWEDGE ADVISORS 858 Camp Street New Orleans, LA, 70130	$18,432,430,824	62249	570
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628	$3,964,828,037	10	38
MARITIME PARTNERS, LLC 3838 N. Causeway Blvd., Suite 3335 Metairie, LA, 70002	$2,952,693,844	5	31
TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	$2,535,697,292	7157	34
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	$2,489,088,707	1855	12

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