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

129

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 an SEC‑registered advisory LLC that functions as a capital allocator for both individual/family and institutional clients. Registered in 2008, the firm provides a mix of services that span financial planning, discretionary and non‑discretionary portfolio management for individuals, pooled investment vehicles and institutions, pension consulting, and selection of other advisers. It also lists CPO/CTA activity among its business lines. Fee arrangements are flexible — the firm uses asset‑based fees alongside hourly and fixed fees — and it identifies itself as an active ESG investor. Gallagher Fiduciary Advisors engages third‑party managers and acts in a consultant role for pensions, which points to a hybrid operating model that combines direct portfolio management with adviser selection and oversight.