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| Cahill Financial Advisors Inc
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| |
|---|---|
| CRD # | 109890 |
| SEC # | 801-18388 |
| CIK # | 0001600327 |
| AUM | $1.3 BB (2024-03-28) |
| Employees | 21 (57% Investors, 0% Brokers) |
| Phone | 952-926-1659 |
| Address | 7261 Ohms Lane Edina, MN 55439 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 17.2 | |
| MSFT | 1,918,222.4 | 5.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 624 | 258.1 |
| (b) Individuals (high net worth individuals) | 424 | 1,028.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.5 |
| (h) Charitable organizations | 0 | 13.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 14.8 |
| (n) Other | 0 | 0.0 |
| Total | 4,061 | 1,317.2 |
| By Discretionary | ||
| Discretionary | 3,801 | 1,205.9 |
| Non-Discretionary | 260 | 111.3 |
| Total | 4,061 | 1,317.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,317.2 | |
| Total | 4,061 | 1,317.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001600327] |
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|---|---|---|
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WI | 1.3 |
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Multnomah Group Inc
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WNY Asset Management LLC
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Wright Investors Service Inc
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