|
⚲
|
| LaSalle Investment Advisors Inc
✚
|
|
|---|---|
| CRD # | 109303 |
| SEC # | 801-132648 |
| CIK # | |
| AUM | $133.6 M (2026-03-31) |
| Employees | 5 (100% Investors, 40% Brokers) |
| Phone | 262-650-1099 |
| Address | 1133 Quail Court Suite 100 Pewaukee, WI 53072 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 197 | 50.1 |
| (b) Individuals (high net worth individuals) | 30 | 69.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 227 | 119.1 |
| By Discretionary | ||
| Discretionary | 224 | 117.4 |
| Non-Discretionary | 3 | 1.7 |
| Total | 227 | 119.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.1 | |
| Total | 227 | 119.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Murray Financial Services Inc
✚
|
CA | 0.1 |
|
Hudson Oak Wealth Advisory LLC
✚
|
NJ | 0.1 |
|
GW Financial Inc
✚
|
NV | 0.1 |
|
Panorama Wealth Advisors
✚
|
CO | 0.1 |
|
Anderson Griggs & Company Inc
✚
|
SC | 0.1 |
|
Garhwal Chan & Williams Inc
✚
|
CA | 0.1 |
|
Loyd Financial Management Inc
✚
|
CO | 0.1 |
|
Elm Capital Management LLC
✚
|
PA | 0.1 |
|
Hayes Wealth Advisors LLC
✚
|
0.1 | |
|
Acadia Legacy Group LLC
✚
|
IA | 0.1 |