SourcingSourcing

LASALLE INVESTMENT ADVISORS, INC.

B62
CRD 109303·SEC 801-132648·PEWAUKEE, WI
AUM
$133.6M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$401K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LASALLE INVESTMENT ADVISORS, INC.
CRD
109303
SEC file #
801-132648
EIN
—
DBA names
—

Economics

AUM
$133.6M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other196
Individuals High Net Worth37

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
—
Primary office
PEWAUKEE WI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MARESH, JOHN, STEPHEN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MARESH, JOHN, STEPHEN
FITZGERALD, JOHN, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1032577
Trust Company Affiliate
No

People (5)

5
MARESH, JOHN, STEPHEN
IAR · Direct Owner · 62.5%
1032577
FITZGERALD, JOHN, MICHAEL
IAR · Direct Owner · 62.5%
720366
James Thomas Fitzgerald
IAR
7780357
WILLIAM DANIEL THEIS
IAR
4541180
Susan Jakoblich
IAR
7780283