Lasalle-monroe Asset Management

Lasalle-monroe Asset Management (CRD# 123084) is a financial advisory firm headquartered in , . They manage $12,506,976 in 53 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $235,981
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Lasalle-monroe Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Allen B. Kuhlman
CRD#: 2577698
1512 Artaius Parkway, Libertyville, IL 60048
96
Wealthminder
score

Allen Kuhlman (CRD# 2577698) is an Investment Advisor Representative working at Lasalle-monroe Asset Management in Libertyville, IL and has over 21 years of experience in the finance industry.

2
Charles D. Coventry
CRD#: 721694
1512 Artaius Parkway, Libertyville, IL 60048
93
Wealthminder
score

Charles Coventry (CRD# 721694) is an Investment Advisor Representative working at Lasalle-monroe Asset Management in Libertyville, IL and has over 35 years of experience in the finance industry.

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