|
⚲
|
| Keyboard |
| LaSalle St Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 109701 |
| SEC # | 801-33422 |
| CIK # | 0001966193 |
| AUM | 5,742.3 M (2026-03-30) |
| Employees | 155 (94% Investors, 78% Brokers) |
| Phone | 630-600-0500 |
| Address | 940 N Industrial Dr Elmhurst, IL 60126-1131 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 21.7 | ||
| Apple Inc | 19.6 | ||
| iShares Comex Gold Trust | 10.1 | ||
| Nuveen Taxable Municipal Income Fund | 9.5 | ||
| ETFS Silver Trust | 8.3 | ||
| Microsoft Corp | 7.9 | ||
| Amazon Com Inc | 7.7 | ||
| Broadcom Inc | 6.0 | ||
| ETFS Gold Trust | 5.9 | ||
| Alphabet Inc | 5.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12,817 | 2.5 |
| (b) Individuals (high net worth individuals) | 894 | 2.7 |
| (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 | 469 | 0.5 |
| (h) Charitable organizations | 5 | 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 | 99 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 14,284 | 5.7 |
| By Discretionary | ||
| Discretionary | 5,597 | 1.8 |
| Non-Discretionary | 8,687 | 3.9 |
| Total | 14,284 | 5.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.7 | |
| Total | 14,284 | 5.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001966193] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
W H Reaves & Co Inc
✚
|
NJ | 5,939.6 M |
|
GC Wealth Management RIA LLC
✚
|
MA | 5,832.9 M |
|
Moss Adams Wealth Advisors LLC
✚
|
WA | 5,773.3 M |
|
Buckhead Capital Management LLC
✚
|
GA | 5,758.2 M |
|
Gladstone Institutional Advisory LLC
✚
|
FL | 5,683.8 M |
|
TFO Wealth Partners LLC
✚
|
OH | 5,660.9 M |
|
Dunham & Associates Investment Counsel Inc
✚
|
CA | 5,627.6 M |
|
Geneva Capital Management LLC
✚
|
WI | 5,604.6 M |
|
Pentegra Investors Inc
✚
|
CT | 5,602.9 M |
|
Alphapoint Inc
✚
|
CA | 5,557.8 M |