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LEES MONSOUR GROUP

SHREVEPORT, LA · CRD 318023 · IAPD ↗ · leesmonsourgroup.com · (318) 506-8635

$681.2MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — LEES MONSOUR GROUP notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
July 2026 — LEES MONSOUR GROUP notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2024 — LEES MONSOUR GROUP crossed $500M in regulatory AUM ($481.7M -> $514.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.