William Hood & Company
Firm details
- Headquarters
- New York, New York
- CRD number
- 293416
- Registered since
- August 28, 2018
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 11Samuel Bosch Schultz
Registered RepresentativeCRD 6064840

Gregory Horn
Managing Director & PartnerCRD 5025686

Jeremy Vallesteros
AssociateCRD 7031888
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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