LASALLE INVESTMENT ADVISORS, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $133.6M |
| Discretionary | $131.6M99% of AUM |
| Non-Discretionary | $2.0M |
| Client Accounts | 233 |
| Avg Account Size | $573K |
| Employees | 5 |
| Peak AUM | $133.6MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $134M | +12.2% | — | — | |
| Discretionary AUM | $132M | ||||
Key Metrics
| Total AUM | $133.6M |
| Discretionary | $131.6M |
| Employees | 5 |
| Client Accounts | 233 |
| Client Range | 1-10 |
Contact & Location
Address
1133 QUAIL COURT SUITE 100
PEWAUKEE WI 53072
Phone
262-650-1099
Filing History
21 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesCommissionsPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$132M
98.5% of AUM
Non-Discretionary
$2M
1.5% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Registered RepBanking Institution