# Lasalle Investment Advisors, Inc.

> 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.

- CRD: 109303
- Filed as: LASALLE INVESTMENT ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pewaukee, WI
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109303
- AdvisorCensus page: https://advisorcensus.com/firm/lasalle-investment-advisors-inc-pewaukee-wi-109303

## Quick answers

**How is Lasalle Investment Advisors, Inc. compensated?**
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.

**Where is Lasalle Investment Advisors, Inc. located?**
Lasalle Investment Advisors, Inc.'s principal office is in Pewaukee, WI, according to its Form ADV.

**Is Lasalle Investment Advisors, Inc. registered with the SEC or a state?**
Lasalle Investment Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 109303.

**How much does Lasalle Investment Advisors, Inc. manage?**
Lasalle Investment Advisors, Inc. reports $133,609,468 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (99% discretionary).

**What types of clients does Lasalle Investment Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (196); high net worth individuals (37).

**Does Lasalle Investment Advisors, Inc. report any disciplinary disclosures?**
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

**What changed in Lasalle Investment Advisors, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $133,609,468
- Discretionary: $131,635,875
- Non-discretionary: $1,973,593

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 196 | $48,933,586 |
| High net worth individuals | 37 | $84,675,882 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lasalle Investment Advisors, Inc. (CRD 109303): Form ADV filing data as of October 2026.