Overview
Assets Under Management: $4.3 billion
Headquarters: ELMHURST, IL
High-Net-Worth Clients: 648
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 648
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.77
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 11,941
Discretionary Accounts: 4,025
Non-Discretionary Accounts: 7,916
Regulatory Filings
CRD Number: 109701
Filing ID: 1969550
Last Filing Date: 2025-03-28 14:29:00
Website: https://lasallest.com