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Samuel William Halpern

GALLAGHER FIDUCIARY ADVISORS, LLC·ITASCA, Illinois
Unclaimed Profile
TWO PIERCE PLACE, ITASCA, IL 60143-3141CRD# 4521084Firm CRD# 146509
01

About

Samuel William Halpern is a registered financial advisor based in ITASCA, Illinois, affiliated with GALLAGHER FIDUCIARY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GALLAGHER FIDUCIARY ADVISORS, LLC
GALLAGHER FIDUCIARY ADVISORS, LLC
AUM
$10.2B
Regulatory assets under management
Employees
211
Total firm employees
View all advisors at GALLAGHER FIDUCIARY ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4521084
Firm CRD# 146509
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Samuel William Halpern offer?
Samuel William Halpern specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ITASCA, Illinois for a consultation.
What are Samuel William Halpern's credentials?
Samuel William Halpern is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Samuel William Halpern located?
Samuel William Halpern is based in ITASCA, Illinois, working with GALLAGHER FIDUCIARY ADVISORS, LLC. Their office serves clients in the ITASCA metropolitan area and surrounding communities.
How does Samuel William Halpern charge for services?
Samuel William Halpern's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GALLAGHER FIDUCIARY ADVISORS, LLC?
GALLAGHER FIDUCIARY ADVISORS, LLC has approximately 211 employees and manages $10.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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