Madison Lasalle Advisers LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 342901
- Registered since
- September 10, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Madison Lasalle Advisers LLC is a newly formed limited liability company that registered with the SEC in 2026 and positions itself as a capital allocator. The firm offers financial planning and portfolio management for individuals, small businesses and institutional entities, and it states that it will also perform selection of other advisers. Fee arrangements combine percentage-of-AUM billing with fixed fees. Ownership is listed as a mix of a domestic entity and an individual. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not advertise pension consulting services. Its classification in the source data is unclassified.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Jason Scheffler
Managing Director, Operations and Chief Compliance OfficerCRD 6038372
Contacts
1 of 1Erik Gould
CRD 8306796
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 311 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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