William Hood & Company

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
11
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 organized as a limited liability company and is classified in public records as an investment bank. The firm appears in SEC registration records beginning in 2018 and is owned by a combination of a domestic entity and an individual. Public data classify it as not acting as a capital allocator, and it is not listed as an active ESG investor. Available metadata indicates the firm is not registered as a multi-state adviser, is not characterized as a newly formed adviser, and does not identify itself as a pension consultant or related adviser. Filings and summary records do not disclose specific details about client types, fee schedules, or a defined advisory product lineup, which is consistent with a firm whose primary identity is investment banking rather than discretionary wealth management.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 11
  • Samuel Bosch Schultz

    Registered RepresentativeCRD 6064840

  • Gregory Horn

    Gregory Horn

    Managing Director & PartnerCRD 5025686

  • Jeremy Vallesteros

    Jeremy Vallesteros

    AssociateCRD 7031888

Unlock 8 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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