Overview
Assets Under Management: $442 million
Headquarters: PORTAGE, MI
High-Net-Worth Clients: 109
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.33
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,064
Discretionary Accounts: 1,064
Regulatory Filings
CRD Number: 134508
Last Filing Date: 2025-02-06 00:00:00
Website: https://cahillwealth.com