Lasalle Investment & Business Management Services Inc (Pewaukee)

Lasalle Investment & Business Management Services Inc is a large advisory firm based in Pewaukee. It manages $52.83 million of regulatory assets for 176 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Wisconsin.

Lasalle Investment & Business Management Services provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lasalle Investment & Business Management Services: assets under management

The assets under management (AUM) of Lasalle Investment & Business Management Services Inc is $52.83 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 89% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $52.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $300.15 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lasalle Investment & Business Management Services Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lasalle Investment & Business Management Services Inc

John Michael Fitzgerald has been acting as President since 1 Apr 1984. John Stephen Maresh joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Michael Fitzgerald	President	1 Apr 1984	75% - 100%	720366
John Stephen Maresh	Vice president	1 Sep 1995	25% - 50%	1032577

Based in Pewaukee

The principal office where Lasalle Investment & Business Management Services Inc performs its advisory services is located at 1620 Silvernail Road, Pewaukee, WI 53072, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.