PPrivate Fund Data Log in Join · $37/mo

Cahill Financial Advisors, Inc.

● SEC registered since 1983CRD 109890SEC# 801-18388Edina, MN
Export (members)
Reg. AUM
$1.43B
Employees
20
Accounts
3,813
Location
Edina, MN

Cahill Financial Advisors, Inc. assets under management

Cahill Financial Advisors, Inc. operates as an SEC-registered investment adviser based in Edina, MN. The firm has been registered since 1983. It reports $1.4 billion in regulatory assets under management and employs 20 people.
www.facebook.com/cahillfinancialadvisorsView on SEC.gov ↗

Cahill Financial Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Crystal M. Nye ControlChief Compliance Officer/Chief Operations OfficerUnder 5%2013
Jeffrey Ronald Ohe ControlPresidentOver 75%2011

Frequently asked questions

How much does Cahill Financial Advisors, Inc. manage?

Cahill Financial Advisors, Inc. reports $1.4 billion in regulatory assets under management on its Form ADV.

How many employees does Cahill Financial Advisors, Inc. have?

Cahill Financial Advisors, Inc. reports 20 employees.

Where is Cahill Financial Advisors, Inc. located?

Cahill Financial Advisors, Inc. is based in Edina, MN and has been SEC-registered since 1983.

Does Cahill Financial Advisors, Inc. disclose fund performance?

Cahill Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7261 Ohms Lane, Edina, MN 55439
Phone952-926-1659
Fax952-926-0633
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1600327
Discloses disciplinary historyNo

Assets under management

Discretionary$1.29B
Non-discretionary$143.8M
Total (RAUM)$1.43B