Douglas
Feltz
Gallagher Fiduciary Advisors, LLC
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About this Advisor
Douglas Feltz is a financial advisor who works in Carmel, Indiana with a total of 1 year of relevant experience. Feltz works at Gallagher Fiduciary Advisors, LLC. Over the course of their career, Feltz has held roles at Nfp Securities, Inc, Kestra Financial Services, Inc, Triad Advisors and Gallagher Fiduciary Advisors, LLC. Feltz maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Indiana and Texas. Gallagher Fiduciary Advisors, LLC is a registered investment company headquartered in Rolling Meadows, IL. The firm has offices in 25 locations and a total of 134 advisors. It handles $7 billion in assets under management among its 113 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The advisory firm offers a number of services, such as portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules largely are based on which services the firm provides the client. Fees charged by Gallagher Fiduciary Advisors, LLC can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gallagher Fiduciary Advisors, LLC Brokerage Details
$6,543,290,721
134
113
$57,905,228
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Douglas Feltz Work History
Douglas has been registered as a financial advisor for 1 years.*
Triad Advisors
Gallagher Fiduciary Advisors, LLC
Kestra Financial Services, Inc
Nfp Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Douglas Feltz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gallagher Fiduciary Advisors, LLC
Rockville, MD
Dallas, TX
East Hartford, CT
Bloomfield Hills, MI
Rolling Meadows, IL
Boston, MA
Carmel, IN
Mount Laurel, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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