CRD: 109701
Lasalle St. Investment Advisors, L.l.c.
$5.7B Total AUM
$1.8B Disc. AUM
22.1% 3Y CAGR
155 Employees
14,284 ADV. Clients
37 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Timber unisonMeridian +more
- Established Date
- 02-10-1989
- Office Locations
- 90
Office Locations
1000 Easton Road Willow Grove PA
105 Parker CT Missoula MT
10714 E. Tillman Ave. Mesa AZ
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.
Team overview
49 AVG AGE
$39.3M AVG AUM / ADVISOR
$402.0K AVG AUM / CLIENT
7.9 yrs AVG TENURE
155 Employees
146 Advisory Reps
146 RIA Reps
37yrs Firm Age
Insights
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Asset Classes
Timber Fusion legacy Quantum zenith Pathway Signal unison Beacon atlas Foundation vertex
Client Personas
Signal foundation
CRM
Zenith zenith Atlas Glacier legacy
Custodian
Radial optima Capital radial Pioneer quantum Capital north Oak quantum Insight Wave Quantum fusion Optima Fusion Fusion beacon Bridge Vertex Glacier insight Horizon Eagle Zenith peak Unison alpha Harbor Bridge Prime Quantum atlas
Investment Themes
Crest Summit ember Beacon Legacy
Investment Vehicles
Peak focus
Platform
Zenith pathway Prime alpha Vital Crest summit Focus frontier Atlas oak
Services
Vital peak Frontier matrix Capital Optima eagle Timber Fusion momentum Oak ridge Vector
Technology
Element crest Capital Peak Vertex atlas Delta Vector Catalyst wave Oak
Owner & Executives
DANIEL JOHN SCHLESSER
Chief Financial Officer, Investment Advisor, TREASURER, Vice President
- CRD
- #1788458
- Ownership
- 50% but less than 75%
(881) 853-4155
ember.quantum@meridiancapital.com
in linkedin.com/in/legacy-optima
MICHAEL MITCHELL DROZD
Chief Investment Officer
- CRD
- #6015178
- Ownership
- Less than 5%
(514) 206-5093
bridge.element@summitcapital.com
in linkedin.com/in/momentum-north
H
Harbor delta
Legacy matrix
- CRD
- #65029
- Ownership
- 43.0%
(715) 689-8645
ember.delta@peakcapital.com
in linkedin.com/in/bridge-horizon
Showing 2 of 3 owners & executives
Unlock allContacts
J
Josie Joe Allred
--
- CRD
- #8013627
(803) 946-2237
vital.momentum@alphacapital.com
in linkedin.com/in/delta-optima
A
Aaron James Armstrong
--
- CRD
- #7505612
(374) 905-8684
radial.frontier@beaconcapital.com
in linkedin.com/in/ridge-vertex
Z
Zenith bridge
Atlas timber unison
- CRD
- #41138
(236) 259-2438
insight.crest@foundationcapital.com
in linkedin.com/in/ember-delta
Showing 2 of 163 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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 |
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Separately Managed Accounts
Total SMA Asset: $5,742,301,554
Public Funds:
13.9% Equity - Exchange:
12.6% Cash:
9.2% Equity - OTC:
5.2% Corporate - Investment Grade:
9.6% Municipal Bonds:
20.6% U.S. Government/Agency:
18.1% Other:
10.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $353,414,879 | 13.9% |
| Equity - Exchange | $320,361,689 | 12.6% |
| Cash | $233,914,884 | 9.2% |
| Equity - OTC | $132,212,760 | 5.2% |
| Corporate - Investment Grade | $244,085,096 | 9.6% |
| Municipal Bonds | $523,765,936 | 20.6% |
| U.S. Government/Agency | $460,202,108 | 18.1% |
| Other | $274,595,733 | 10.8% |
| Total | $2,542,553,085 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH OAK EMBER | FUSION NORTH | S95H3R0EH | OFYR | 1.89% | $80,153,897 |
| ELEMENT FOUNDATION RADIAL | OAK ELEMENT | D9452OXGK | UXEU | 1.56% | $56,161,714 |
| RADIAL DELTA | FOUNDATION CATALYST | GABQEUBHG | SSI | 0.97% | $55,035,465 |
| VITAL EMBER | FOUNDATION SIGNAL | 48Z6OD0EP | YLRH | 8.36% | $45,221,728 |
| PEAK ATLAS | CATALYST HARBOR | XIE8670JE | POQKA | 4.72% | $90,374,043 |
| UNISON ATLAS CATALYST | FOCUS SUMMIT | N3L11EX6E | KUT | 7.21% | $91,804,307 |
| MOMENTUM ZENITH VALUE | FUSION VITAL | Z1CSXT9XT | PXW | 10.58% | $37,099,153 |
| PIONEER ALPHA RADIAL | HORIZON PEAK | 6O77EME4T | SGC | 5.79% | $90,065,897 |