Gallagher Fiduciary Advisors, LLC
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
FINTRXOverview
Gallagher Fiduciary Advisors, LLC is a fiduciary-focused investment adviser that manages assets for both individual/family and institutional clients and performs pension consulting and selection-of-adviser services. The firm is SEC-registered (since 2008) and operates as a capital allocator that employs a mix of fee arrangements — percentage of AUM, hourly charges, and fixed fees — and delivers financial planning, portfolio management across individuals, pooled vehicles and institutions, and CPO/CTA-related activity. Gallagher Fiduciary Advisors identifies as an active ESG investor and maintains relationships with broker-dealers, insurance companies and other investment advisers to support its client solutions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds49%
- Private Funds29%
- Other14%
- Exchange Traded Equities5%
- US Government Bonds1%
Owners & executives
3 of 7
Jason Albino
Chief Compliance OfficerCRD 2891263
Nicolas Medina
Chief Compliance OfficerCRD 2413385
William Ziebell
Chief Executive OfficerCRD 7090688
Contacts
3 of 122
Robert Bazan
Retirement Plan ConsultantCRD 5175554
Dominic Russo
Head of Compliance OperationsCRD 5204522
Gerard Desmond
Registered RepresentativeCRD 3023812
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 173Active vs passive
$43.2B in ETFs
99%
$42.6B
1%
$562M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $19.2B | 153,056,541 | 44.50% |
Location
Rolling Meadows, IL
Cook
Location
Rolling Meadows, IL
Headquartered in Rolling Meadows, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 2850 Golf Rd
- Time zone
- CT (UTC-6)
- Office locations
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