Dwight
Fontana
Lasalle St. Investment Advisors, L.L.C
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About this Advisor
Dwight Fontana is a financial advisor who works in Mandeville, Louisiana with 7 years of relevant experience. Fontana is currently employed by Lasalle St. Investment Advisors, L.L.C. They have been employed by Lasalle St. Investment Advisors, L.l.c for their whole career. Fontana holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to work in Louisiana and Texas. Lasalle St. Investment Advisors, L.L.C is a registered investment company operating out of Elmhurst, IL. The firm has offices in 63 locations and a total of 131 people on staff. It administers $3 billion in total assets among its 8,533 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises two charities and foundations. Of its 8,533 accounts, just 4% are held by high-net-worth clients who have at least $1 million in investable assets. The company offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management typically vary depending on which services the firm provides the client. However, fees charged by Lasalle St. Investment Advisors, L.L.C may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lasalle St. Investment Advisors, L.L.C Brokerage Details
$2,728,117,681
131
8,533
$319,714
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Dwight Fontana Work History
Dwight has been registered as a financial advisor for 7 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 Dwight Fontana to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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