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GALLAGHER FIDUCIARY ADVISORS, LLC
CRD 146509 · SEC 801-68868
2850 GOLF ROAD, ROLLING MEADOWS, IL, 60008, United States
Phone
630-773-3800
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$194.82B
Discretionary AUM
$12.87B
Team
235 total employees; 218 advisory reps; 300 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersSEE SCHEDULE D MISC. FOR EXPLANATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3770 | $682.1M |
| High net worth individuals | 170 | $295.5M |
| Pension/profit sharing plans | 2099 | $170.55B |
| State/municipal entities | 36 | $8.44B |
| Insurance companies | 5 | $847.5M |
| Corporations/business entities | 11 | $4.09B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD