William and Henry Associates
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 154566
- Registered since
- September 22, 2026
Firm profile
FINTRXOverview
William and Henry Associates is organized as a corporation and is classified in the dataset as an investment bank. The firm registered with the SEC in 2026. Ownership is listed as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not recorded as a multistate adviser, pension consultant, related adviser, or a newly formed adviser. Available fields for business activities, advisory activities, client base and fee structure were not provided, so there is no public detail on the firm's service scope or target client segments beyond its corporate and regulatory status.
Assets & Accounts
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
1 of 1
James Dawson
Managing DirectorCRD 3252786
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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