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Lasalle ST. Investment Advisors, LLC
LaSalle St. Investment Advisors, LLC (LSIA) is an SEC-registered investment advisor headquartered in Elmhurst, Illinois. Founded in 1999, LSIA is a wholly owned subsidiary of LaSalle St. Holdings, LLC. The firm offers personalized fee-based financial planning and investment management services to individuals (including high-net-worth), trusts, estates, pensions, qualified plans, charitable organizations, and small businesses. LSIA provides tailored advice on financial objectives, tax planning, asset allocation, education funding, retirement, and estate planning, serving a diversified client base with approximately 144 employees as of 2025.
Investment Strategy
LaSalle St. Investment Advisors, LLC delivers advisory services through personalized, fee-based programs tailored to each client's goals. Their approach centers on comprehensive financial planning—including cash flow, tax, retirement, and estate planning—along with portfolio management and asset allocation. Investment strategies incorporate use of individual securities, mutual funds, ETFs, and guidance on third-party money managers. The firm serves both discretionary and non-discretionary accounts, focusing on objectives and risk tolerances for individuals, retirement plans, and institutional clients.
Latest 13F Filing Activity
Lasalle ST. Investment Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 321 equity positions with a total 13F market value of $365M. The fund increased holdings in Vanguard Index FDS, Vanguard Index FDS, Ishares Ethereum TR among other positions. Lasalle ST. Investment Advisors, LLC reduced exposure to Vanguard Index FDS, Amplify Etf TR, Vanguard Intl Equity Index F among others.
Top Holdings
Equity Positions (321)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SHV | ISHARES TR | 8.72% | $31.8M | 287,846 | $109.94 | $110.42 | +$124.0K |
V VUG | VANGUARD INDEX FDS | 4.92% | $17.9M | 40,905 | $266.91 | $438.40 | +$2.7M |
V VTV | VANGUARD INDEX FDS | 4.28% | $15.6M | 88,333 | $153.77 | $176.74 | +$2.1M |
I IUSV | ISHARES TR | 3.96% | $14.4M | 152,664 | $86.66 | $94.63 | +$1.1M |
A AAPL | APPLE INC | 3.37% | $12.3M | 59,838 | $208.35 | $205.17 | -$1.7M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Day Trader | Chicago, IL , United States | |
M Michael D. | Chief Investment Officer | Chicago, IL , United States |
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