Cahill, Ryan Devlin (Protage)

Cahill, Ryan Devlin is a large advisory firm based in Protage. It manages $57.5 million of regulatory assets for 419 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Michigan.

Cahill, Ryan Devlin provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cahill, Ryan Devlin: assets under management

The assets under management (AUM) of Cahill, Ryan Devlin is $57.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $57.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $137.23 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cahill, Ryan Devlin for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Protage

The principal office where Cahill, Ryan Devlin performs its advisory services is located at 6101 Newport Road, Protage, MI 49002, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 269-321-6600 or by fax 269-321-8498. The normal business hours are 9:00am - 5:00pm on Monday - Friday.

Cahill, Ryan Devlin (Protage)

Cahill, Ryan Devlin: assets under management

Fees & Commissions

Based in Protage

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