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Building 2CAHILL WEALTH MANAGEMENT, LLC

Map pinPORTAGE, MI
Phone269-321-6600
NotebookSEC #801-64009
Total AUM
$442.1M
Employees
4
Clients
147

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5831 OAKLAND DRIVE
PORTAGE
MI 49024
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
269-321-6600

ReceiptFinancials

Total AUM
$442.1M
Accounts
1,064
Discretionary
$442.1M
Accounts
1,064
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
38
AUM
$16.2M
HNW Individual Clients
109
AUM
$425.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMINCNENHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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