CRD: 109701
Lasalle St. Investment Advisors, L.l.c.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-10-1989
- Office Locations
- 88
Office Locations
About Lasalle St. Investment Advisors, L.l.c.
LaSalle St. Investment Advisors is a privately held, full-service boutique supporting independent reps and advisors with brokerage, advisory, and fixed insurance solutions. Advisors access managed account platforms (LAMP and Fidelity Managed Account Xchange/FMAX) and top third-party managers, with integrated paperless workflows and Fidelity Wealthscape technology through Fidelity Clearing & Custody.
Reported data analysis
What the numbers show
Between December 3, 2025 and July 29, 2026, reported AUM increased 32.1%, from $4.3B to $5.7B.
Across 5 reported observations, AUM increased 94.8% between November 4, 2022 and July 29, 2026, from $2.9B to $5.7B.
Of the latest reported AUM, 32.0% is discretionary and 68.0% is non-discretionary.
The firm reports 146 advisory representatives and 14,284 clients, or 97.8 clients per representative. That equates to $402.0K in reported AUM per client.
The profile lists 88 reported office locations and 37 years in operation. The source data was last updated on July 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Lasalle St. Investment Advisors, L.l.c.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Lasalle St. Investment Advisors, L.l.c. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DANIEL JOHN SCHLESSER
Chief Financial Officer, Investment Advisor, TREASURER, Vice President
- CRD
- #1788458
- Ownership
- 50% but less than 75%
MICHAEL MITCHELL DROZD
Chief Investment Officer
- CRD
- #6015178
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
Josie Joe Allred
--
- CRD
- #8013627
RYAN L BACKUS
--
- CRD
- #6218216
Showing 2 of 159 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,836,392,275 | $328,103 |
| Non-Discretionary | $3,905,909,279 | $449,627 |
| Total | $5,742,301,554 | $402,009 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Lasalle St. Investment Advisors, L.l.c. has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Lasalle St. Investment Advisors, L.l.c.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing