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Building 2LASALLE FINANCIAL SERVICES, INC.

Map pinCHICAGO, IL
Phone866-309-9144
NotebookSEC #801-60584
Total AUM
$373.1M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
135 SOUTH LASALLE STREET
SUITE 2111
CHICAGO
IL 60603
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
866-309-9144

ReceiptFinancials

Total AUM
$373.1M
Accounts
2,387
Discretionary
$373.1M
Accounts
2,387
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ARAZCACOCTFLGAILINKYMAMDMIMOMTNCNENVNYOHORPASCTXWI

HandshakeAffiliates

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Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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