Lasalle St. Investment Advisors, L.L.C.

RIASEC RegisteredEst. 1989
Total AUM
$5.7B
Discretionary
$1.8B
32% of AUM
Avg account
$402K
Accounts
14,284
Employees
155
Advisory reps
159

Firm details

Headquarters
Elmhurst, Illinois
CRD number
109701
Registered since
February 10, 1989
Website
lasallest.com
Custodians
NATIONAL FINANCIAL SERVICES LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI46.51%
  • Individuals43.98%
  • Pension & Profit Sharing Plans8.4%
  • Corporations / Businesses1.07%
  • Charitable Organizations0.03%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Lasalle ST. Investment Advisors, L.L.C. is an independent registered investment adviser established in 1989 that serves both individual/family clients and institutional accounts. The firm offers financial planning, portfolio management for individuals and small businesses, and lists pension consulting among its disclosed advisory services. It operates with a mix of fee arrangements — percentage of assets under management, hourly fees, and fixed fees — and reports affiliations with broker-dealers and insurance companies as part of its business network. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 43%, Exchange Traded Equities 20%, Cash & Cash Equivalents 10%, Non-Exchange Traded Equities 8%, US Government Bonds 5%, State & Local Bonds 5%, Investment Grade Corp Bonds 5%, Non-Investment Grade Corp Bonds 2%, Derivatives 2%43%
  • Public Funds/Mutual Funds43%
  • Exchange Traded Equities20%
  • Cash & Cash Equivalents10%
  • Non-Exchange Traded Equities8%
  • US Government Bonds5%

Owners & executives

3 of 10
  • Scott Slade

    Scott Slade

    Independent ContractorCRD 5089912

  • Richard London

    Richard London

    CEO & FounderCRD 5134558

  • James Baldwin

    James Baldwin

    Chief Investment OfficerCRD 4487687

Unlock 7 more executives →

Contacts

3 of 149
  • Garrett Mills

    Garrett Mills

    Vice PresidentCRD 5639906

  • Gregory Shirk

    Gregory Shirk

    Partner and Wealth Management AdvisorCRD 5712039

  • Jerrod Spriet

    Jerrod Spriet

    PresidentCRD 5769011

Unlock 146 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 304

Active vs passive

$685M in ETFs

Passive

83%

$572M

Active

13%

$114M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$93.4M252,52113.63%
Unlock additional holdings →

Location

Primary office

Elmhurst, IL

Du Page

Location

Elmhurst, IL

Headquartered in Elmhurst, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Du Page
Address
940 N Industrial Dr
Time zone
CT (UTC-6)
Office locations

Similar firms

Sawyer Falduto Asset Management, LLC

RIA

Elmhurst, IL

AUM $897MTEAM 6REPS 4

Graybill Wealth Management, Ltd.

RIA

Elmhurst, IL

AUM $526MTEAM 5REPS 4

Wellment Financial

RIA

Elmhurst, IL

AUM $313MTEAM 21REPS 11

Tilden Loucks & Woodnorth LLC

RIA

Elmhurst, IL

AUM $173MTEAM 4REPS 3

Oasis Investment Strategies LLC

RIA

Chicago, IL

AUM $5.7BTEAM 10REPS 3

Mainstreet Advisors

RIA

Chicago, IL

AUM $5.9BTEAM 26REPS 15
More RIAs in Elmhurst →All Illinois RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth