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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does LaSalle St. Investment Advisors have?","answer":"LaSalle St. Investment Advisors has 146 investment adviser representatives registered with state securities authorities, out of 155 employees, and 146 perform investment advisory functions. 121 employees are registered representatives of a broker-dealer and 125 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 St. Investment Advisors invest in?","answer":"At the end of its last fiscal year, LaSalle St. Investment Advisors’ separately managed accounts held 43% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities, 10% cash and equivalents, 8% non-exchange-traded equities, 5% U.S. government and agency bonds, 5% state and local bonds, 5% investment grade corporate bonds, 2% high-yield corporate bonds and 2% derivatives.","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 St. Investment Advisors?","answer":"LaSalle St. Investment Advisors’ direct owners are Daniel Schlesser (50% to 75%) and Lasalle St. Holdings, LLC (\"LSH\") Formerly (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 29 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does LaSalle St. Investment Advisors get paid?","answer":"LaSalle St. Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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