Cahill Financial Advisors Inc
Legal Name: CAHILL FINANCIAL ADVISORS, INC.
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Other Info
Cahill Financial Advisors Inc is legally known as CAHILL FINANCIAL ADVISORS, INC.. It is a MN Corporation. This firm has 20 employees, of which 11 are employees in advisory roles. It serves 19 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Feb 10, 1983.
Cahill Financial Advisors, Inc.
Cahill Financial Advisors is a Minnesota-based, independent, fee-only wealth management firm providing comprehensive financial planning and investment management services to a select group of individuals, families, and small businesses. Our mission is to be a trusted advisor to our clients as they p…
Direct Owners
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CRYSTAL M. NYE
CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER owns less than 5%
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JEFFREY RONALD OHE
PRESIDENT owns 75% or more
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REBECCA MARTHA JACQUES
SR. VICE PRESIDENT OF CLIENT SERVICES owns less than 5%
Firms Located Nearby
- Silveroak Wealth Management LLC
- OSP LLC
- Punch & Associates Investment Management Inc
- Capstone Advisory Group LLC
- Geronimo Investment Management LLC
- First Light Asset Management LLC
- Tradition Wealth Management LLC
- Flourish Wealth Management Inc
- Accredited Investors Inc
- Cornerstone Wealth Advisors Inc
Top Holdings
- ISHARES TR S&P 500 GRWT ETF $16,873k
- ISHARES TR S&P 500 VAL ETF $15,409k
- SCHWAB STRATEGIC T $10,531k
- ISHARES TR $10,350k
- VANGUARD GROUP $9,630k
- Berkshire Hathaway, Inc. $6,088k
- VANGUARD INDEX FDS REAL ESTATE ETF $6,047k
- ISHARES TR CORE MSCI EAFE $5,221k
- SCHWAB STRATEGIC TR $5,200k
- ISHARES $5,050k