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
163

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 SEC-registered RIA that has been operating since 1989 and serves both individual/family and institutional clients. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and does not identify as an active ESG investor. Industry relationships include affiliations with broker-dealers and insurance companies, and the firm also operates as an investment adviser to third parties. The firm was recognized by FA Magazine as a Top RIA Firm in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

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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 11

  • RONALD FELTES

    CEO/President/Financial AdvisorCRD 1248551

  • SCOTT DAVIS

    President and CEOCRD 4741405

  • DANIEL SCHLESSER

    Senior Vice President and Chief Financial OfficerCRD 1788458

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Contacts

3 of 152

  • John Bayrd

    Managing PartnerCRD 7369344

  • Joseph DeMarco

    Financial AdvisorCRD 6895583

  • Richard Wilkens

    Financial AdvisorCRD 4425944

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 292

Active vs passive

$599M in ETFs

Passive

85%

$511M

Active

12%

$88.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$80.9M252,25413.51%
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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth