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| LaSalle St Investment Advisors LLC
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|---|---|
| CRD # | 109701 |
| SEC # | 801-33422 |
| CIK # | 0001966193 |
| AUM | $2.7 BB (2023-03-29) |
| Employees | 131 (95% Investors, 81% Brokers) |
| Phone | 630-600-0500 |
| Address | 940 N Industrial Dr Elmhurst, IL 60126-1131 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($1000's) | Value ($1000's) |
|---|---|---|---|
| XOM | 385,508,258.3 | 4.9 | |
| AAPL | 2,382,844,009.6 | 4.0 | |
| GLTR | 2.0 | ||
| AMZN | 1,092,997,792.7 | 1.9 | |
| MRK | 232,371,893.7 | 1.6 | |
| IAU | 1.6 | ||
| CSX | 63,357,935.0 | 1.5 | |
| Holdings by Sector ($1000's) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,885 | 1.4 |
| (b) Individuals (high net worth individuals) | 337 | 1.2 |
| (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 | 230 | 0.2 |
| (h) Charitable organizations | 2 | 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 | 79 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8,533 | 2.7 |
| By Discretionary | ||
| Discretionary | 3,195 | 0.7 |
| Non-Discretionary | 5,338 | 2.1 |
| Total | 8,533 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 8,533 | 2.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001966193] |
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|---|---|---|
|
Essex Financial Services Inc
✚
|
CT | 2.8 |
|
Ulrich Consulting and Investment Group LLC
✚
|
NM | 2.7 |
|
IPG Investment Advisors LLC
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CA | 2.7 |
|
Verdence Capital Advisors LLC
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MD | 2.7 |
|
Beaumont Financial Advisors LLC
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MA | 2.7 |
|
Journey Strategic Wealth LLC
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NJ | 2.7 |
|
Texas Yale Capital Corp
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FL | 2.7 |
|
Smith Salley & Associates LLC
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|
NC | 2.7 |
|
Arvest Investments Inc
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|
AR | 2.7 |
|
Anchor Capital Advisors LLC
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|
MA | 2.7 |