Lasalle Investment Management
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Learn more about Lasalle Investment Management
Overview
Lasalle Investment Management operates as a financial advisory firm that has its headquarters in Chicago, Illinois. Lasalle Investment Management administers $30.7 billion in assets throughout 34 customer accounts, placing it among the largest investment advisory firms in the country by assets under management (AUM). The company has a large group, including 313 financial advisors. Lasalle Investment Management does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets such as equities, bonds and options.
Lasalle Investment Management manages more than half of its accounts in a discretionary manner. Discretionary management means that an investment advisor makes buy and sell choices without needing the customer's authorization. The firm also manages 12 non-discretionary accounts totaling $6.8 billion in assets. The firm administers about $902.1 million for every account. An average advisor at Lasalle Investment Management oversees fewer than one client account, making it one of the most personalized firms in the country.
The firm's headquarters is at 333 West Wacker Drive, Chicago, Illinois 60606-1266. The firm is allowed to serve investors across 5 states, including California, Delaware, Georgia, Illinois and Maryland.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lasalle Investment Management by the Numbers
$30.7 billion
313
34
$902.1 million
Fee Structure
Financial management fees vary depending on which services the firm provides the client. Fees charged by the firm most likely include the following fee structures: asset-based, fixed, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm does business with a number of different investors. Lasalle Investment Management works with pooled investment vehicles, pension plans, state or municipal government entities, corporations and other. Out of its 34 accounts, Lasalle Investment Management's biggest client type is pooled investment vehicles. Around 26% of the company's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Lasalle Investment Management does not have any disclosures.
Please visit its Form ADV for more details.
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