{"url":"https://nivawealth.com/firms/lasalle-investment-advisors-109303","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/109303","regulatoryAum":133609468,"crd":"109303","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7780357","suffix":null,"lastName":"Fitzgerald","firstName":"James","middleName":"Thomas"},{"crd":"720366","suffix":null,"lastName":"FITZGERALD","firstName":"JOHN","middleName":"MICHAEL"},{"crd":"7780283","suffix":null,"lastName":"Jakoblich","firstName":"Susan","middleName":null},{"crd":"1032577","suffix":null,"lastName":"MARESH","firstName":"JOHN","middleName":"STEPHEN"},{"crd":"4541180","suffix":null,"lastName":"THEIS","firstName":"WILLIAM","middleName":"DANIEL"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-132648","legalName":"Lasalle Investment Advisors, Inc.","displayName":"Lasalle Investment 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HNW)","clients":196,"regulatoryAum":48933586},{"label":"High-net-worth individuals","clients":37,"regulatoryAum":84675882}],"feePrograms":[{"role":"other","program":"Consulting and Special Project Management","summary":"Consulting fees for matters outside the usual advisory services are billed at $125.00 per hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037921","versionId":1037921,"submittedOn":"2026-03-31","documentName":"2026 ADV PART 2 LASALLE INVESTMENT ADVISORS INC 3-31-2026"},{"role":"other","program":"Long-Term Financial Analysis","summary":"Long-term financial analysis, with projections up to 55 years, is a variable fee set individually by the scope of the analysis.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037921","versionId":1037921,"submittedOn":"2026-03-31","documentName":"2026 ADV PART 2 LASALLE INVESTMENT ADVISORS INC 3-31-2026"},{"role":"other","program":"Tax Preparation and Consulting","summary":"Tax consultation and preparation of tax forms is a variable fee set individually by the scope of the return and time spent.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037921","versionId":1037921,"submittedOn":"2026-03-31","documentName":"2026 ADV PART 2 LASALLE INVESTMENT ADVISORS INC 3-31-2026"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T12:03:08.674272+00:00","documents":[{"name":"2026 ADV PART 2 LASALLE INVESTMENT ADVISORS INC 3-31-2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037921","versionId":1037921,"submittedOn":"2026-03-31"}]},"custodians":[],"custodyNote":"Lasalle Investment Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"John Fitzgerald","title":"Vice President","crd":"720366"},{"name":"John Maresh","title":"President, Chief Compliance Officer","crd":"1032577"}],"ownership":[{"label":"John Fitzgerald","detail":"Vice president in the 50% to 75% ownership band, since January 2012."},{"label":"John Maresh","detail":"President, chief compliance officer in the 50% to 75% ownership band and a control person, since January 2012."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Wisconsin","offices":1,"addresses":[{"street":"1133 Quail Court Suite 100","city":"Pewaukee","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"262-650-1099","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)","Commissions","Performance-based fees"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":50},{"label":"Securities issued by registered investment companies or business development companies","percent":45},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/109303/PDF/109303.pdf","brochureDate":"31 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037921","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Lasalle Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Lasalle Investment Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Lasalle Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lasalle Investment Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lasalle Investment Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lasalle Investment Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Lasalle Investment Advisors?","answer":"Lasalle Investment Advisors’ main office is at 1133 Quail Court Suite 100, Pewaukee, WI 53072. Its phone number is 262-650-1099.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}