WILLIAM AND HENRY ASSOCIATES
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 154566
- Registered since
- June 13, 2012
Firm profile
FINTRXOverview
William And Henry Associates is organized as a corporation and is classified in the FINTRX snapshot as an investment bank. The firm is SEC-registered (since 2012) and its ownership is recorded as a combination of a domestic entity and an individual. FINTRX flags the firm as not acting as a capital allocator and not participating as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DAVID IANNINI
Chairman, President & CEOCRD 1579957
Contacts
3 of 6TOMMY HSIAO
Registered RepresentativeCRD 4436663
Henry Gridley
Junior Financial AnalystCRD 7026695
CHRISTOPHER CHELEKIS
Senior AnalystCRD 6267657
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 1901 Avenue of the Stars
- Time zone
- PT (UTC-8)
- Office locations
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