Gallagher Fiduciary Advisors, LLC

Gallagher Fiduciary Advisors, LLC (CRD# 146509) is a financial advisory firm headquartered in Rolling Meadows, IL. They manage $10,243,478,622 in 4,100 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
2850 Golf Road, Rolling Meadows, IL 60008
https://www.ajg.com/us/services/investments-fiduciary-consulting/
By the Numbers
  • Total Assets Under Management
    10,243
    MILLION
  • Total Number of Accounts
    4,100
    ACCOUNTS
  • Average Account Value
    $2,498,409
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Gallagher Fiduciary Advisors, LLC
Showing 11 - 15 of 15 top financial advisors.
11
Reid Helms, financial advisor Houston TX
Reid A. Helms
CRD#: 7523148
1900 W. Loop South, Ste. 1600, Houston, TX 77027

Reid Helms (CRD# 7523148) is an Investment Advisor Representative working at Gallagher Fiduciary Advisors, LLC in Houston, TX and has 1 year of experience in the finance industry.

12
Kendra Kaiser, financial advisor Manhattan KS
Kendra M. Kaiser
CRD#: 7491581
215 Southwind, Suite 201, Manhattan, KS 66503

Kendra Kaiser (CRD# 7491581) is an Investment Advisor Representative working at Gallagher Fiduciary Advisors, LLC in Manhattan, KS and has over 2 years of experience in the finance industry.

13
Paul Matheson, financial advisor Wakefield MA
Paul A. Matheson
CRD#: 4300482
500 Edgewater Drive, #565, Wakefield, MA 01880

Paul Matheson (CRD# 4300482) is an Investment Advisor Representative working at Gallagher Fiduciary Advisors, LLC in Wakefield, MA and has over 19 years of experience in the finance industry.

14
Edward Wojton, financial advisor Atlanta GA
Edward T. Wojton
CRD#: 5636657
1050 Crown Pointe Pkwy, Ste. 600, Atlanta, GA 30338

Edward Wojton (CRD# 5636657) is an Investment Advisor Representative working at Gallagher Fiduciary Advisors, LLC in Atlanta, GA and has over 10 years of experience in the finance industry.

15
Joseph Wolff, financial advisor Charlotte NC
Joseph R. Wolff
CRD#: 7678287
4250 Congress Street, Suite 200, Charlotte, NC 28209

Joseph Wolff (CRD# 7678287) is an Investment Advisor Representative working at Gallagher Fiduciary Advisors, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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