Gallagher Fiduciary Advisors, LLC

RIASEC RegisteredEst. 2008

Total AUM

$195B

Discretionary

$12.9B

7% of AUM

Avg account

$30.4M

Accounts

6,407

Employees

235

Advisory reps

130

Firm details

Headquarters: Rolling Meadows, Illinois
CRD number: 146509
Registered since: March 17, 2008
Website: www.ajg.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans87.54%
Other5.09%
State / Municipal Government4.33%
Corporations / Businesses2.1%
Insurance Companies0.43%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Gallagher Fiduciary Advisors, LLC is a fee-based registered investment adviser that began SEC registration in 2008 and operates as a limited liability company. The firm acts as a capital allocator for both individual/family and institutional clients and offers a mix of fee models, including percentage of assets under management, hourly fees, and fixed fees. Its advisory scope covers financial planning, discretionary and non-discretionary portfolio management across individual, pooled-vehicle and institutional mandates, pension consulting, selection of other advisers, and it also identifies as a commodity pool operator/commodity trading adviser. Gallagher Fiduciary Advisors indicates an active interest in ESG investing and maintains relationships with broker-dealers, other advisers and insurance companies in support of its services.