Gallagher Fiduciary Advisors, LLC

RIASEC Registered
Total AUM
$195B
Discretionary
$12.9B
7% of AUM
Avg account
$30.4M
Accounts
6,407
Employees
235
Advisory reps
134

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 investment adviser (registered in 2008) operating as an LLC that serves both individual/family and institutional clients. The firm functions as a capital allocator and provides a broad advisory slate that includes financial planning, portfolio management for individuals, small businesses, pooled investment vehicles and institutions, pension consulting, and selection of other advisers. Fee arrangements include percentage-of-AUM, hourly charges and fixed fees. Gallagher Fiduciary Advisors also lists CPO/CTA activity among its business lines and identifies itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 49%, Private Funds 29%, Other 14%, Exchange Traded Equities 5%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%49%
  • Public Funds/Mutual Funds49%
  • Private Funds29%
  • Other14%
  • Exchange Traded Equities5%
  • US Government Bonds1%

Owners & executives

3 of 8
  • Carly Bell

    Carly Bell

    Chief Operating OfficerCRD 5395767

  • Jon Desmidt

    Jon Desmidt

    Deputy Chief Compliance OfficerCRD 2881733

  • Jason Albino

    Jason Albino

    Chief Compliance OfficerCRD 2891263

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Contacts

3 of 126
  • Thomas Tielbur

    Thomas Tielbur

    Investment Advisor RepresentativeCRD 5660005

  • Julianne Wenzlick

    Julianne Wenzlick

    Senior Retirement Plan ConsultantCRD 5710475

  • Cassandra Sparks

    Cassandra Sparks

    Registered AdministratorCRD 5740907

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 185

Active vs passive

$1B in ETFs

Passive

84%

$845M

Active

13%

$159M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$178M481,19117.74%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth