Lasalle Investment Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 1–10 clients last fiscal year.
Lasalle Investment Advisors reports 233 clients. They include 196 individual clients and 37 high-net-worth individuals. Of its assets, 98.5% ($132M across 230 accounts) are managed with discretion; $1.97M across 3 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 37% |
| High-net-worth individuals | 16% | 63% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 196 | $48.9M | 36.6% | $250K |
| High-net-worth individuals | 37 | $84.7M | 63.4% | $2.29M |
| Total | 233 | $134M | 100% | $573K |
- Clients
- 196
- Regulatory AUM
- $48.9M
- AUM share
- 36.6%
- Avg. per client
- $250K
- Clients
- 37
- Regulatory AUM
- $84.7M
- AUM share
- 63.4%
- Avg. per client
- $2.29M
Total
- Clients
- 233
- Regulatory AUM
- $134M
- AUM share
- 100%
- Avg. per client
- $573K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Lasalle Investment Advisors is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees), commissions and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting and Special Project Management
- Consulting fees for matters outside the usual advisory services are billed at $125.00 per hour.
- Long-Term Financial Analysis
- Long-term financial analysis, with projections up to 55 years, is a variable fee set individually by the scope of the analysis.
- Tax Preparation and Consulting
- Tax consultation and preparation of tax forms is a variable fee set individually by the scope of the return and time spent.
John Fitzgerald owns 50% to 75% of Lasalle Investment Advisors. The leadership team of Lasalle Investment Advisors includes President John Fitzgerald and Chief Compliance Officer John Maresh. It has 5 employees.
Leadership
- John FitzgeraldVice President
- John MareshPresident, Chief Compliance Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 2 broker-dealer reps
- 2 insurance agents
- Owns 50% to 75% of Lasalle Investment Advisors, Inc.
John Fitzgerald
since January 2012
- Owns 50% to 75% of Lasalle Investment Advisors, Inc.
John Maresh
Control person · since January 2012
Besides its headquarters, Lasalle Investment Advisors has 0 offices, with 1 listed address in Wisconsin.
Wisconsin · 1 listed address
- 1133 Quail Court Suite 100, PewaukeeHQ
Contact and registration details
- Legal name
- Lasalle Investment Advisors, Inc.
- Headquarters
- 1133 Quail Court Suite 100, Pewaukee, WI 53072
- Website
- Not reported
- Phone
- 262-650-1099
- SEC file
- 801-132648
- Structure
- Wisconsin corporation
- Fiscal year end
- December
Lasalle Investment Advisors does not have custody of client assets.
At year end, Lasalle Investment Advisors’ separately managed accounts were mostly in stocks (50%) and funds (45%).
What the accounts hold
- Stocks50%
- Funds45%
- Cash5%
How many clients does Lasalle Investment Advisors have?
Lasalle Investment Advisors has 233 clients and manages $134 million for them, as of March 2026. They include 196 individual clients and 37 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Lasalle Investment Advisors offer?
Lasalle Investment Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Lasalle Investment Advisors have?
Lasalle Investment Advisors has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Lasalle Investment Advisors invest in?
At the end of its last fiscal year, Lasalle Investment Advisors’ separately managed accounts held 50% exchange-traded equities, 45% registered funds (mutual funds, ETFs, BDCs) and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lasalle Investment Advisors?
Lasalle Investment Advisors’ direct owners are John Fitzgerald (50% to 75%) and John Maresh (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Lasalle Investment Advisors get paid?
Lasalle Investment Advisors is paid through a percentage of assets under management, hourly charges, fixed fees, commissions and performance-based fees.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Lasalle Investment Advisors?
Lasalle Investment Advisors’ main office is at 1133 Quail Court Suite 100, Pewaukee, WI 53072. Its phone number is 262-650-1099.