GALLAGHER FIDUCIARY ADVISORS, LLC
Rolling Meadows, IL
AUM
$194.82B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
218 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
630-773-3800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in IL, ROLLING MEADOWS
4 advisers found
FINANCIAL ELEMENTS, INC
Rolling Meadows, IL
AUM
$192.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
847-496-4179
LAKESHORE CAPITAL GROUP, INC.
Rolling Meadows, IL
AUM
$181.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
847-701-0400
LEADING EDGE WEALTH MANAGEMENT, LLC
Rolling Meadows, IL
AUM
$43.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
847-387-5555