L
CRD: 109303
Lasalle Investment Advisors, Inc.
Pewaukee, WI, 53072
2626501099
$133.6M Total AUM
$131.6M Disc. AUM
-- 3Y CAGR
5 Employees
233 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-08-1999
- Office Locations
- 3
Office Locations
1133 Quail Court Suite 100 Pewaukee WI
1620 Silvernail Road Pewaukee WI
-- Lisbon WI
About Lasalle Investment Advisors, Inc.
Lasalle Investment Advisors, Inc. is a Pewaukee-based RIA with 3 offices. The firm has been operating for 27 years. Managing $133.6M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
69 AVG AGE
$26.7M AVG AUM / ADVISOR
$573.4K AVG AUM / CLIENT
9.6 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Element Capital momentum
Investment Themes
Alpha zenith Pioneer summit Optima
Investment Vehicles
Bridge summit
Services
Unison prime Matrix Foundation bridge Alpha Optima ridge Wave summit Fusion quantum Bridge vector
Owner & Executives
J
JOHN MICHAEL FITZGERALD
Investment Advisor Representative, VICE PRESIDENT
- CRD
- #720366
- Ownership
- 50% but less than 75%
(453) 899-1412
ember.peak@bridgecapital.com
in linkedin.com/in/frontier-ember
J
JOHN STEPHEN MARESH
Chief Compliance Officer, Partner, President
- CRD
- #1032577
- Ownership
- 50% but less than 75%
(570) 455-9910
atlas.beacon@elementcapital.com
in linkedin.com/in/vertex-insight
Showing 2 of 2 owners & executives
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J
James Thomas Fitzgerald
--
- CRD
- #7780357
(357) 602-9288
ember.zenith@timbercapital.com
in linkedin.com/in/zenith-crest
S
Susan Jakoblich
--
- CRD
- #7780283
(834) 857-1248
capital.foundation@vitalcapital.com
in linkedin.com/in/wave-quantum
V
Vector timber
Eagle vector
- CRD
- #74326
(893) 219-1694
unison.zenith@optimacapital.com
in linkedin.com/in/vital-eagle
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $131,635,875 | $572,330 |
| Non-Discretionary | $1,973,593 | $657,864 |
| Total | $133,609,468 | $573,431 |
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Separately Managed Accounts
Total SMA Asset: $133,609,468
Equity - Exchange:
18.6% Public Funds:
16.9% Cash:
64.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $641,487,159 | 18.6% |
| Public Funds | $582,856,612 | 16.9% |
| Cash | $2,224,511,920 | 64.5% |
| Total | $3,448,855,691 | 100.0% |