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| LaSalle St Investment Advisors LLC
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| |
|---|---|
| CRD # | 109701 |
| SEC # | 801-33422 |
| CIK # | 0001966193 |
| AUM | $3.5 BB (2024-07-30) |
| Employees | 141 (95% Investors, 80% Brokers) |
| Phone | 630-600-0500 |
| Address | 940 N Industrial Dr Elmhurst, IL 60126-1131 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($1000's) | Value ($1000's) |
|---|---|---|---|
| AAPL | 2,382,844,009.6 | 7.2 | |
| XOM | 385,508,258.3 | 4.0 | |
| AMZN | 1,092,997,792.7 | 3.3 | |
| MSFT | 1,918,222,418.5 | 2.3 | |
| MRK | 232,371,893.7 | 2.0 | |
| NVDA | 399,550,000.0 | 1.9 | |
| VXX | 1.9 | ||
| V | 419,260,531.6 | 1.3 | |
| COST | 207,576,867.5 | 1.2 | |
| JNJ | 465,600,235.2 | 1.2 |
| Holdings by Sector ($1000's) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,627 | 1.6 |
| (b) Individuals (high net worth individuals) | 453 | 1.5 |
| (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 | 274 | 0.3 |
| (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 | 66 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 10,422 | 3.5 |
| By Discretionary | ||
| Discretionary | 3,270 | 0.8 |
| Non-Discretionary | 7,152 | 2.7 |
| Total | 10,422 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 10,422 | 3.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001966193] |
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|---|---|---|
|
IPG Investment Advisors LLC
✚
|
CA | 3.5 |
|
Carlson Capital Management LLC
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MN | 3.5 |
|
Nordwand Advisors LLC
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PA | 3.5 |
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Strategic Wealth Partners Group LLC
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IL | 3.5 |
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Alamo Advisors LP
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TX | 3.5 |
|
Texas Yale Capital Corp
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FL | 3.5 |
|
Pine Ridge Advisers LLC
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NY | 3.5 |
|
Fortigent LLC
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SC | 3.5 |
|
Human Interest Advisors LLC
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CA | 3.4 |
|
Sand Hill Global Advisors LLC
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CA | 3.4 |