LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC

PEER BENCHMARKS

Understanding SEC Peer Groups

A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.

SEC Peer Benchmark Details

Firm Self-Reported AUM
$5,550.0M
Peer Group AUM Range
$2,147.5M - $5,825.7M
Sample Size
103
Firm Age (Years)
PEER GROUP AVERAGE
13
Structure
PEER GROUP AVERAGE
Limited Liability Company (55 firms)
Discretionary Accounts
PEER GROUP AVERAGE
1,547
Discretionary AUM
PEER GROUP AVERAGE
$4,547M
Non-Discretionary Accounts
PEER GROUP AVERAGE
534
Non-Discretionary AUM
PEER GROUP AVERAGE
$985M
Total Clients
PEER GROUP AVERAGE
1,444
Total AUM
PEER GROUP AVERAGE
$5,532M
Offices
PEER GROUP AVERAGE
17
Total Employees
PEER GROUP AVERAGE
86
Investment Advisors
PEER GROUP AVERAGE
54
Registered Representatives
PEER GROUP AVERAGE
42
Licensed Insurance Agents
PEER GROUP AVERAGE
35
Foreign Clients
PEER GROUP AVERAGE
33.2%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
728
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 98 Firms Yes
Hourly Charges No 84 Firms No
Subscription Fees No 101 Firms No
Fixed Fees No 65 Firms No
Commissions No 99 Firms No
Performance Based Fees Yes 57 Firms Yes
Other No 73 Firms No

Understanding Truelytics Peer Groups

A firm’s Truelytics Peer Group is a benchmark calculation based on the average data in a group. Peer group’s are dynamically generated via self-reported AUM mapped against the Truelytics database of 8,000+ firms and their self-repoted data.

Truelytics Peer Benchmark Details

Firm Self-Reported AUM
$5,550.0M
Peer Group AUM Range
$-0.0M - $48,000.0M
Sample Size
7520

Truelytics Score

PEER GROUP AVERAGE

2.5

The Truelytics score is an easy to understand number (like a GPA) that gives you an overall quick sense of the health of a business. It combines insights from every aspect of a firm's business, client, and market stability grades.
AUM
PEER GROUP AVERAGE

$79.9M

FIRM VALUE

$5,550.0M

PEER GROUP AVERAGE

$0.5M

NET REVENUE
PEER GROUP AVERAGE

$0.2M

EXPENSES
Business Stability Grade
PEER GROUP AVERAGE

C

The Business Stability Grade reflect the structure and operations of a firm. Many of the KPIs are directly under a firm's control and can be improved in the short term to improve profitability.

Client Stability Grade
PEER GROUP AVERAGE

C

The Client Stability Grade reflect the stability of a firm's client demographics. Improvements to client stability usually involve longer term changes to one's client base vs business stability indicators.

Market Stability Grade
PEER GROUP AVERAGE

A

Your Market Stability Grade reflects the amount of market risk inherent in your revenue streams. Risk here is not necessarily a bad thing - exposure to the market can generate growth in good times.

PEER GROUP AVERAGE
$2.43M
Discounted Cash Flow Valuation
PEER GROUP AVERAGE
$2.14M
Multiple of EBITDA Valuation
PEER GROUP AVERAGE
$2.65M
Multiple of EBOC Valuation

Resource Center

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