CAHILL FINANCIAL Overview

Cahill Financial Advisors Inc is an investment advisor that manages 397.8 MM dollars in regulatory AUM and has 14 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 154MM in positions, representing 39% of the manager's regulatory AUM.

CAHILL FINANCIAL StockAlpha

-2.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CAHILL FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVW 7.3% ETF 0.5% -0.26% 0 2%
IVE 7.16% ETF 7.74% 0.26% 0 3%
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FEATURED IN
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CAHILL FINANCIAL Founders and Key Employees

Name Title In Position Since
Rickey L. Ites Principal April-2014
Rebecca M. Jacques Sr. Vice President Of Client Services October-2004
Scott D. Oeth Principal July-2007
James W. Bryan Principal July-2009
Jeffrey R. Ohe President September-2011
Richard W. Filippone Principal February-1998
Crystal M. Dobson-Totten Chief Compliance Officer/Operations Manager January-2013
Nicholas J. Hohn Principal August-2012
Diane A. Park Principal April-2013

CAHILL FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

CAHILL FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

Risks of Analysis

Our securities analysis methods rely on the assumption that the companies whose securities we purchase and sell, the rating agencies that review these securities, and other publicly-available sources of information about these securities, are providing accurate and unbiased data. W hile we are alert to indications that data may be incorrect, there is always a risk that our analysis may be compromised by inaccurate or misleading information. Risk for individual forms of analysis are described in the following paragraphs.

Types of Analysis

W e use some or all of the following methods of analysis in formulating our investment advice and/or managing client assets:

Charting
In this type of technical analysis, we review charts of market and security activity in an attempt to identify when the market is moving up or down and to predict how...
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CAHILL FINANCIAL Portfolio Concentration

CAHILL FINANCIAL Location

7300 METRO BOULEVARD
SUITE 625
EDINA, Minnesota
UNITED STATES, 55439

CAHILL FINANCIAL Contact Information

Phone Number: 952-926-1659
Fax Number: 952-926-0633
Website:

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