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Home > Retirement Planners > minnesota > edina > CAHILL FINANCIAL ADVISORS, INC.
CAHILL FINANCIAL ADVISORS, INC.
7261 Ohms Lane
Edina, Minnesota 55439
Tel: 952-926-1659
About CAHILL FINANCIAL ADVISORS, INC.
CAHILL FINANCIAL ADVISORS, INC, formally registered with the SEC as CAHILL FINANCIAL ADVISORS, INC. The firm was established in 02/10/1983. They have over 1 offices throughout the country.
CAHILL FINANCIAL ADVISORS, INC. is a Edina, Minnesota based Financial Planning firm with nearly $1,317,246,884 assets under management, offering retirement planning & investment advisory services to 4061 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109890 |
| SEC# | 801-18388 |
| Assets Managed by Firm | $1,317,246,884 |
| No. of Clients | 4061 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4061 | $1,317,246,884 |
| Individuals (other than high net worth individuals) | 624 | $258,102,945 |
| High net worth individuals | 424 | $1,028,619,203 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,539,832 |
| Charitable organizations | Fewer than 5 clients | $13,181,038 |
| Corporations or other businesses | Fewer than 5 clients | $14,803,866 |
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