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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Lasalle St Securities LLC 1 month, 2 weeks Feb 2019 - Present
Lasalle St Investment Advisors 1 month, 2 weeks Feb 2019 - Present
Steinbrenner Financial Group 4 years, 3 months Dec 2014 - Present
Saxony Securities 9 years, 7 months Jul 2009 - Feb 2019
J Arthur Ltd 1 month Jun 2009 - Jul 2009
United Communications Corp 7 years Jun 2002 - Jun 2009
Are You
Kimberly Lynn Steinbrenner?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    2
  • as of date
    Feb 28, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    2
  • as of date
    Feb 28, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Lasalle St. Investment Advisors, L.L.C.

Last updated on Aug. 9, 2017
    • $963.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $309.1K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions