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Gallagher Fiduciary Advisors, LLC
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Rolling Meadows, Illinois
$5.2 billion AUM
5 offices

Gallagher Fiduciary Advisors, LLC is based in Rolling Meadows, Illinois and has $5.2 billion in assets under management.

Location
2850 Golf Road
Rolling Meadows, IL 60008
$5.2 billion
AUM
37
Employees
AUM Share
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$5,250,000,000
Assets under management
54 clients
Number of clients
Average investment size is $97,222,222
2% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Pension and profit sharing plans 36 $3,646,000,000 69% $101,277,778
State or municipal government entities 5 $205,000,000 4% $41,000,000
Employees Share
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37
Employees
20
Investment analysts
54% of total employees
AUM per employee Share
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$5,250,000,000
Assets under management
$141,891,892
AUM per employee
$262,500,000
AUM per investment analyst
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Compensation

Gallagher Fiduciary Advisors, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Gallagher Fiduciary Advisors, LLC provides the following services:

  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • See schedule d misc. for explanation
Firm data Share
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CRD number 146,509
SEC number 801-68868
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date March 30, 2020

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