{
  "crd_number": 109303,
  "slug": "lasalle-investment-advisors-inc-pewaukee-wi-109303",
  "primary_business_name": "LASALLE INVESTMENT ADVISORS, INC.",
  "legal_name": "LASALLE INVESTMENT ADVISORS, INC.",
  "dbas": [],
  "city": "Pewaukee",
  "state": "WI",
  "country": "United States",
  "cbsa_code": "33340",
  "metro": {
    "cbsa_code": "33340",
    "common_name": "Milwaukee",
    "msa_name": "Milwaukee-Waukesha, WI",
    "path": "/advisors/wi/milwaukee"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-03-31",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 133609468.0,
  "raum_discretionary": 131635875.0,
  "raum_non_discretionary": 1973593.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 48933586.0,
      "count": 196
    },
    "high_net_worth_individuals": {
      "raum": 84675882.0,
      "count": 37
    }
  },
  "compensation_types": [
    "commissions",
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "WI"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109303",
  "city_as_filed": "PEWAUKEE",
  "url": "https://advisorcensus.com/firm/lasalle-investment-advisors-inc-pewaukee-wi-109303",
  "display_name": "Lasalle Investment Advisors, Inc.",
  "summary": "Lasalle Investment Advisors, Inc. is an SEC-registered investment advisory firm in Pewaukee, WI, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Lasalle Investment Advisors, Inc. (CRD 109303): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Commissions",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Lasalle Investment Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lasalle Investment Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions; performance-based fees."
    },
    {
      "q": "How much does Lasalle Investment Advisors, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Hourly rate: $125 an hour (specific services rendered concerning financial matters of a…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Lasalle Investment Advisors, Inc. located?",
      "a": "Lasalle Investment Advisors, Inc.'s principal office is in Pewaukee, WI, according to its Form ADV."
    },
    {
      "q": "Is Lasalle Investment Advisors, Inc. registered with the SEC or a state?",
      "a": "Lasalle Investment Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 109303."
    },
    {
      "q": "How much does Lasalle Investment Advisors, Inc. manage?",
      "a": "Lasalle Investment Advisors, Inc. reports $133,609,468 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (99% discretionary)."
    },
    {
      "q": "What types of clients does Lasalle Investment Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (196); high net worth individuals (37)."
    },
    {
      "q": "Does Lasalle Investment Advisors, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109303"
    },
    {
      "q": "What changed in Lasalle Investment Advisors, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $125 an hour (specific services rendered concerning financial matters of a…)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $125 an hour (specific services rendered concerning financial matters of a…)"
        ],
        "quotes": [
          "CONSULTING FEES AND \nSPECIAL PROJECT MANAGEMENT RATE         $125.00 PER HOUR \nFees are charged for specific services rendered concerning financial matters of a personal or business-related nature"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 125.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "specific services rendered concerning financial matters of a personal or business-related nature that do not fall under "
        }
      ]
    },
    "quotes": [
      "CONSULTING FEES AND \nSPECIAL PROJECT MANAGEMENT RATE         $125.00 PER HOUR \nFees are charged for specific services rendered concerning financial matters of a personal or business-related nature"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/lasalle-investment-advisors-inc-pewaukee-wi-109303.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 196,
      "fewer_than_5": false,
      "raum": 48933586.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 37,
      "fewer_than_5": false,
      "raum": 84675882.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109303",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}