Hamilton Cavanaugh & Associates, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
White Plains, New York
CRD number
35972
Registered since
December 21, 1994

Firm profile

FINTRX

Overview

Hamilton Cavanaugh & Associates, Inc. is organized as a corporation with ownership classified as individual. Public disclosures list the firm's classification as unclassified and show that it does not act as a capital allocator. It is not identified as an active ESG investor, is not described as a multi-state adviser, and is not flagged as a pension consultant or related adviser. Several typical disclosure fields — including client base, fee structure, business activities, and advisory services — are not provided in the available data. The firm's filings do not indicate recent structural changes or a newly formed adviser status. Given the limited descriptive detail, there is no publicly documented emphasis on particular investment styles, client segments, or service lines in the source material.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • John Hamilton

    John Hamilton

    Chief Executive OfficerCRD 709654

  • Kevin Hamilton

    Kevin Hamilton

    Chief Executive OfficerCRD 5002010

Contacts

3 of 4
  • Barbara Ingenito

    Barbara Ingenito

    Executive Vice PresidentCRD 1437512

  • Lindsay Hedden

    Lindsay Hedden

    General CounselCRD 6411998

  • Jane Rosenfeld

    Client ServicesCRD 1455814

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

White Plains, NY

Westchester

Location

White Plains, NY

Headquartered in White Plains, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Westchester
Address
661 N Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth