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Cahill Financial Advisors, Inc. CRD 109890
$1.77B regulatory AUM 14 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7261 Ohms Lane, Edina, MN 55439 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-27 |
| TX | RA | APPROVED | 2013-03-29 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cahill Financial Advisors, Inc. | Edina | MN | 08/2012 | Present |
Cahill Real Estate Holdings, LLC is an LLC established for the sole purpose of purchasing an office building to rent to Cahill Financial Advisors, Inc. It is not an investment-related entity. The address is 7261 Ohms Lane, Edina, MN 55439. My position is to own a member's share of the assets and liabilities associated with the purchasing and renting of the building. This business, and my relationship to the business, began in April of 2015. I devote less than 0-1 hour per month to the business overall, and 0-1 hour per month during securities trading hours. My duties are shared with the three other member owners, and include an annual member's meeting and decisions on repairs and maintenance of the building.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-20 |
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