Lees Monsour Group
Lees Monsour Group is an SEC-registered wealth manager in Shreveport, LA with $681.2M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Lees Monsour Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318023, SEC 801-123403, data through 2026-06-26.
- AUM (assets under management / regulatory AUM)
- $681.2M (2026-06-26)
- Firm type
- Wealth Manager
- Location
- Shreveport, LA
- Employees
- 4
- Clients
- 361
- CRD
- 318023
- Ownership
- CATAHOULA CLUB LLC; CHRISMAN, VICKIE, LYNN; WINN, CHRISTOPHER, EDWARD; LEESURE TIME LLC; MONSOUR, JEFFREY, LANE
How much AUM does Lees Monsour Group have?
Lees Monsour Group reported $681.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-26).
Who owns Lees Monsour Group?
Disclosed owners and executives of Lees Monsour Group include CATAHOULA CLUB LLC, CHRISMAN, VICKIE, LYNN, WINN, CHRISTOPHER, EDWARD, LEESURE TIME LLC, MONSOUR, JEFFREY, LANE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.