Andrew
Lewis

Lasalle St. Investment Advisors, L.L.C

CRD#7695647
Investment Advisor
in Mchenry, IL

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About this Advisor

Andrew Lewis is a financial advisor based in Mchenry, Illinois, working with Lasalle St. Investment Advisors, L.L.C. Andrew has previously held positions at Dry Dock and Lasalle St. Securities, LLC. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Andrew is part of Lasalle St. Investment Advisors, L.L.C, which operates out of Mchenry, Illinois. The firm has 63 offices and 141 employees. The firm manages assets totaling $3.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Lasalle St. Investment Advisors, L.L.C includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5435 Bull Valley Rd. Suite #300
Mchenry, IL 60050

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Lasalle St. Investment Advisors, L.L.C Brokerage Details

Total Assets Under Management

$3,475,023,837

IL Average: $6,674,516,078
Total Number of Employees

141

IL Average: 44
Total Number of Accounts

10,422

IL Average: 2,564
Average Account Size

$333,432

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Andrew Lewis Work History

2023 - Present (1 year)

Lasalle St. Securities, LLC

2013 - 2022 (9 years)

Dry Dock

Disclosures

Please visit the SEC profile of Andrew Lewis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lasalle St. Investment Advisors, L.L.C

Cameron Crone
Odessa, TX
Shaena Yorke
Strongsville, OH
Mark Hemmerly
Indianapolis, IN
Erin Ortiz
Tyler, TX
John Forbes
Escondido, CA
Christopher Hoy
Providence, RI
Sagen Augustin
Bonita Springs, FL
Timothy Harrison
New Castle, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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