William Hood & Company

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
293416
Registered since
August 28, 2018

Firm profile

FINTRX

Overview

William Hood & Company is structured as a limited liability company that operates in the investment banking space. Available records identify the firm as an investment bank and list its owner type as a combination of a domestic entity and an individual. The firm is not described as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. No information on fee schedules, client segments, specific advisory activities, or business lines was provided in the source material. Similarly, the firm did not supply details about affiliations or other operating activities in the dataset.

Assets & Accounts

Location & Offices

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

Contacts

3 of 10
  • Monique Romero

    Monique Romero

    FinOpCRD 6712654

  • William Hood

    William Hood

    Founding Partner and Managing DirectorCRD 2650571

  • Kevin Mcgee

    Kevin Mcgee

    Managing DirectorCRD 4296678

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, 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
New York
Address
1330 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth