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Building 2LEES MONSOUR GROUP

Map pinSHREVEPORT, LA
Phone(318) 506-8635
NotebookSEC #801-123403
Total AUM
$681.2M
Employees
4
Clients
362

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9335 ELLERBE ROAD
SHREVEPORT
LA 71106
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(318) 506-8635

ReceiptFinancials

Total AUM
$681.2M
Accounts
1,350
Discretionary
$669M
Accounts
1,347
Non-Discretionary
$12.1M
Accounts
3

ContactClients

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Individual Clients
223
AUM
$62.3M
HNW Individual Clients
107
AUM
$546M
Pension/Profit Sharing Plan Clients
1
AUM
$3.2M
Charitable Organization Clients
9
AUM
$25.2M
Corporation or Business Clients
22
AUM
$44.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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