Adviser Profile
| As of Date | 04/02/2026 |
| Registration status | Registration Changed to LASALLE INVESTMENT ADVISORS, INC. |
| ADV Location | PEWAUKEE, WI, United States |
| Contact Info | 262 xxxxxxx |
| AUM* | 119,132,694 19% |
| of that, discretionary | 117,433,817 19% |
| Number of Employees | 5 -17% |
| of those in investment advisory functions | 5 -17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 524,814 14% |
| % High Net Worth | 13.22% 19% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Reported AUM
1
1
1
1
Private Funds
No private funds