Cahill Financial Advisors, Inc
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Overview
Cahill Financial Advisors, Inc operates as an advisory company located in Minneapolis, Minnesota. Cahill Financial Advisors, Inc handles $1.1 billion in total assets over 3,978 customer accounts, placing it among the larger financial advisory firms in the country by assets under management (AUM). It has a small group, including 13 financial advisors. Cahill Financial Advisors, Inc is not a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets such as options, stocks and bonds.
Cahill Financial Advisors, Inc manages the majority of the company's accounts in a discretionary manner. Discretionary management is a structure in which buy and sell judgments for the client's account are made by an investment advisor without requiring client approval. The firm also administers 320 non-discretionary accounts with a total of $126.4 million in AUM. The advisory firm's typical account size is $276,651. An average advisor at Cahill Financial Advisors, Inc administers about 306 client accounts.
The firm's main office is located at 7261 Ohms Lane, Minneapolis, Minnesota 55439. It is allowed to provide services to clients throughout 21 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cahill Financial Advisors, Inc by the Numbers
$1.1 billion
23
3,978
$276.7 thousand
Products and Services
Cahill Financial Advisors, Inc provides a variety of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. In the prior financial year, Cahill Financial Advisors, Inc provided financial planning services to 251-500 of its accounts. Cahill Financial Advisors, Inc does not sell products or offer services aside from investment advisory services to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management usually depend on which services the firm provides the client. Fees billed by the company can include the following fee structures: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm provides services to retail investors and high net worth investors. Out of its 3,978 customers, Cahill Financial Advisors, Inc's biggest client by number of accounts is retail investors, but it also serves 407 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 38.58%
- Other Individuals - 61.42%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Cahill Financial Advisors, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Cahill Financial Advisors, Inc
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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