James
Coshun

Lasalle St. Investment Advisors, L.L.C

CRD#2054754
Investment Advisor
in Elmhurst, IL

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About this Advisor

James Coshun is a financial advisor working out of Elmhurst, Illinois who has 6 years of relevant experience. Coshun is an advisor for Lasalle St. Investment Advisors, L.L.C. They have spent their complete employment at Lasalle St. Investment Advisors, L.l.c. Coshun holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida, Illinois, Indiana and Wisconsin. Lasalle St. Investment Advisors, L.L.C is a registered investment firm that has its headquarters in Elmhurst, IL. The firm has offices in 63 locations and a total of 131 advisors. It administers $3 billion in total assets among its 8,533 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to two charitable organizations. Of its 8,533 accounts, just 4% belong to high-net-worth clients who have more than $1 million in assets. Lasalle St. Investment Advisors, L.L.C offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management largely depend on the services offered. However, fee types charged by Lasalle St. Investment Advisors, L.L.C most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

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

940 N. Industrial Dr.
Elmhurst, IL 60126-1131

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

Total Assets Under Management

$2,728,117,681

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

131

IL Average: 44
Total Number of Accounts

8,533

IL Average: 2,564
Average Account Size

$319,714

IL Average: $2,603,165

Investment Advisory Services

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

James Coshun Work History

James has been registered as a financial advisor for 6 years.*

2001 - Present (23 years)

Lasalle St. Securities, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Coshun 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

Gregory Shirk
Fort Wayne, IN
Steven Cook
Elmhurst, IL
David Love
Oklahoma City, OK
Deborah Vinson
Tyler, TX
Thomas Damasco
Willow Grove, PA
Scott Uebelhoer
Elmhurst, IL
Adam Sarno
Elmhurst, IL
Jason Briscoe
Elmhurst, IL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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