Overview
Assets Under Management: $1.4 billion
Headquarters: EDINA, MN
High-Net-Worth Clients: 470
Average Client Assets: $3 million
Frequently Asked Questions
CAHILL FINANCIAL ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109890), CAHILL FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
CAHILL FINANCIAL ADVISORS, INC. is headquartered in EDINA, MN.
CAHILL FINANCIAL ADVISORS, INC. serves 470 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, CAHILL FINANCIAL ADVISORS, INC. offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CAHILL FINANCIAL ADVISORS, INC. manages $1.4 billion in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, CAHILL FINANCIAL ADVISORS, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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