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Lees Monsour Group

EST. AUM
$681,163,458

CONTACTS
1

CLIENT ACCOUNTS
1,350

Firm Details

Metro area Baton Rouge
CRD Number 318023
Website leesmonsourgroup.com
Client types

Overview

The company offers wealth management services focused on meeting current financial needs and planning for future generations. Working with clients and their professional advisors, including attorneys and accountants, the firm develops comprehensive wealth management plans. It provides tailored services, support, and guidance to assist clients in achieving their financial objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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