Overview
Assets Under Management: $1.4 billion
Headquarters: EDINA, MN
High-Net-Worth Clients: 470
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 470
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.95
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,813
Discretionary Accounts: 3,514
Non-Discretionary Accounts: 299
Regulatory Filings
CRD Number: 109890
Filing ID: 1966428
Last Filing Date: 2025-03-28 14:53:00
Website: https://cahillfa.com