Lasalle Investment Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Pewaukee, WI. Its latest Form ADV filing, dated March 31, 2026, reports $134M in regulatory assets under management, 5 employees, and 233 accounts.
Assets Under Management
$134M
Employees
5
Offices
--
Total Clients
233
Primary office
PEWAUKEE, WI
1133 QUAIL COURT SUITE 100, PEWAUKEE, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
5 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.1% of total clients.
Top client categories% of clientsClients
1
Individuals
84.1%
196
2
HNWI
15.9%
37
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$134Mas of March 31, 2026
Discretionary98.5%
$132M
99% of total RAUM98.5%
Non-discretionary1.5%
$2M
1% of total RAUM1.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$134M
Total Accounts233
10Y AUM Change+$14M (+12.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee47:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2025. Charts show the most recent available filing segment under this CRD.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.