LP Profile

Lees Monsour Group

Also known as lees monsour

Wealth ManagerShreveport, United StatesFounded 2022
$681M
Assets Under Management
Shreveport
Headquarters
Investment Focus

About Lees Monsour Group

Lees Monsour Group is a wealth management firm based in Shreveport, Louisiana, founded in 2022 and managing approximately $681 million in assets. The firm builds comprehensive wealth management plans for clients, working alongside their attorneys, accountants and other professional advisors. Its services cover comprehensive planning, financial planning, business planning, including sale or transition of a business to an heir, and education planning. Clients include people seeking to grow assets over time, generate retirement income or preserve wealth for future generations.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Lees Monsour Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$681.2M
Total Clients
1,350
Filing Date
February 18, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Lees Monsour Group across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Lees Monsour Group?

Lees Monsour Group is a wealth manager based in Shreveport, United States, managing approximately $681M in assets.

Where is Lees Monsour Group headquartered?

Lees Monsour Group is headquartered in Shreveport, United States.

How much does Lees Monsour Group manage?

Lees Monsour Group manages approximately $681M in assets under management.

When was Lees Monsour Group founded?

Lees Monsour Group was founded in 2022.

How can I contact Lees Monsour Group?

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