← Directory
LASALLE INVESTMENT ADVISORS, INC.
CRD 109303File 801-132648
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$133.6M
Bottom 25% of cohort (national)
Discretionary AUM
$131.6M
Non-discretionary $2.0M
Clients
233
233 accounts
Employees
5
Bottom 25% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 31, 2026
- Principal office
- 1133 QUAIL COURT SUITE 100, PEWAUKEE, WI, 53072
- Phone
- 262-650-1099
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $133.6M
- Discretionary AUM
- $131.6M
- Non-discretionary AUM
- $2.0M
- Discretionary accounts
- 230
- Non-discretionary accounts
- 3
- Total accounts
- 233
- AUM per client
- $573K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 37 | $84.7M |
| Individuals (other than high net worth individuals) | 196 | $48.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.