Overview
Assets Under Management: $134 million
Headquarters: PEWAUKEE, WI
High-Net-Worth Clients: 37
Average Client Assets: $2.3 million
Frequently Asked Questions
LASALLE INVESTMENT ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109303), LASALLE INVESTMENT ADVISORS, INC. is subject to fiduciary duty under federal law.
LASALLE INVESTMENT ADVISORS, INC. is headquartered in PEWAUKEE, WI.
LASALLE INVESTMENT ADVISORS, INC. serves 37 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, LASALLE INVESTMENT ADVISORS, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
LASALLE INVESTMENT ADVISORS, INC. manages $134 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, LASALLE INVESTMENT ADVISORS, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.38%
Average Client Assets: $2.3 million
Total Client Accounts: 233
Discretionary Accounts: 230
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 109303
Filing ID: 2089771
Last Filing Date: 2026-03-31 16:55:37