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.
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 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. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
You can reach the main office by calling the phone number 262-650-1099 or by fax 262-650-1098. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.