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Lisa Ann Cahill

CAHILL WEALTH MANAGEMENT, LLC·PORTAGE, Michigan
Unclaimed Profile
5831 OAKLAND DRIVE, PORTAGE, MI 49024CRD# 7088557Firm CRD# 134508
01

About

Lisa Ann Cahill is a registered financial advisor based in PORTAGE, Michigan, affiliated with CAHILL WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAHILL WEALTH MANAGEMENT, LLC
CAHILL WEALTH MANAGEMENT, LLC
AUM
$378M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CAHILL WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 7088557
Firm CRD# 134508
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa Ann Cahill offer?
Lisa Ann Cahill specializes in Financial Planning, Investment Management. Contact their office in PORTAGE, Michigan for a consultation.
What are Lisa Ann Cahill's credentials?
Lisa Ann Cahill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Ann Cahill located?
Lisa Ann Cahill is based in PORTAGE, Michigan, working with CAHILL WEALTH MANAGEMENT, LLC. Their office serves clients in the PORTAGE metropolitan area and surrounding communities.
How does Lisa Ann Cahill charge for services?
Lisa Ann Cahill's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAHILL WEALTH MANAGEMENT, LLC?
CAHILL WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $378M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
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City Guides
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Research
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