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

133

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 independent registered investment adviser organized as an LLC and registered with the SEC in 2008. The firm serves both individual/family and institutional clients and operates as a capital allocator that sources and places capital with third-party managers. Its fee arrangements include percentage-of-AUM, hourly, and fixed-fee engagements, and its advisory services cover financial planning, portfolio management across individuals, pooled vehicles and institutions, pension consulting, and manager selection. Gallagher Fiduciary Advisors is active on ESG considerations and is also listed as a CPO/CTA and affiliated with broker-dealers, other advisers, insurance firms, and pension consulting networks.