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 06/30/19. The fund's latest filing disclosed 252MM in positions, representing 63% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 06/30/19. The fund's latest filing disclosed 252MM in positions, representing 63% of the manager's regulatory AUM.
CAHILL FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CAHILL FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVW | 6.69% | ETF | -0.39% | -0.07% | 0 | 2% | ||
| IVE | 6.11% | ETF | 1.74% | 0.07% | 0 | 1% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
CAHILL FINANCIAL Portfolio Concentration
CAHILL FINANCIAL Location
7300 METRO BOULEVARD
SUITE 625
EDINA, Minnesota
UNITED STATES, 55439
SUITE 625
EDINA, Minnesota
UNITED STATES, 55439
CAHILL FINANCIAL Contact Information
Phone Number: 952-926-1659
Fax Number: 952-926-0633
Website: http://www.cahillfa.com/
Fax Number: 952-926-0633
Website: http://www.cahillfa.com/
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