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CFO · The Menard Financial Group, LLC

Lee A. Menard

CRD 4823280 · Named on Form ADV at one SEC-registered adviser

At a glance

The Menard Financial Group, LLC, an SEC-registered wealth manager based in Houston, TX with $335 million in regulatory assets, lists Lee A. Menard on its Form ADV as CFO, a control person.

Firms and roles

AtlasMembers

Lee’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lee’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.