LEES MONSOUR GROUP
Shreveport, LA
AUM
$681.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(318) 506-8635
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in LA, SHREVEPORT
9 advisers found
HMV WEALTH ADVISORS, LLC
Shreveport, LA
AUM
$464.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
318-517-6255
ADKINS SEALE CAPITAL MANAGEMENT LLC
Shreveport, LA
AUM
$448.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
318-703-3641
MAVEN ROYALTY MANAGEMENT, LLC
Shreveport, LA
AUM
$241.4M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
318-698-0048
LYONS CAPITAL GROUP
Shreveport, LA
AUM
$165.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
318-455-7790
PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)
Shreveport, LA
AUM
$156.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
318-221-7526
CASTELLANO & ASSOCIATES
Shreveport, LA
AUM
$129.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
318-683-1040
WINGO ASSET MANAGEMENT, LLC
Shreveport, LA
AUM
$96.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
318-629-8800
CORNERSTONE INVESTMENT ADVISORS GROUP, LLC
Shreveport, LA
AUM
$5.7M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(318) 221-8888
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