GALLAGHER FIDUCIARY ADVISORS, LLC

2850 Golf Road
Rolling Meadows, Illinois 60008
Tel: 212-330-1011

About GALLAGHER FIDUCIARY ADVISORS, LLC

GALLAGHER FIDUCIARY ADVISORS, LLC, formally registered with the SEC as GALLAGHER FIDUCIARY ADVISORS, LLC. The firm was established in 03/17/2008. They have over 46 offices throughout the country.

GALLAGHER FIDUCIARY ADVISORS, LLC is a Rolling Meadows, Illinois based Financial Planning firm with nearly $10,243,478,622 assets under management, offering retirement planning & investment advisory services to 4100 clients. The firm is staffed with 211 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146509
SEC#	801-68868
Assets Managed by Firm	$10,243,478,622
No. of Clients	4100
No. of Advisors	211

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (SEE SCHEDULE D MISC. FOR EXPLANATION)

Firm Client Information

	No. of Clients	AUM
Firm Total	4100	$10,243,478,622
Individuals (other than high net worth individuals)	3761	$613,581,524
High net worth individuals	161	$250,621,298
Pension and profit sharing plans	160	$8,567,250,034
Corporations or other businesses	8	$58,378,701

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