Unclaimed Profile

William Kane Cavanagh

ULLICO INVESTMENT ADVISORS, INC.·WASHINGTON, District of Columbia

Clean recordULLICO INVESTMENT ADVISORS, INC.

1625 EYE STREET, NW, WASHINGTON, DC 20006CRD# 5806125Firm CRD# 106628

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Kane Cavanagh · WASHINGTON, DC

Registration

CRD #5806125 · ULLICO INVESTMENT ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Kane Cavanagh is a registered financial advisor based in WASHINGTON, District of Columbia, affiliated with ULLICO INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ULLICO INVESTMENT ADVISORS, INC.

AUM

$11.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ULLICO INVESTMENT ADVISORS, INC. →

Services

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5806125

Firm CRD# 106628

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Frequently Asked Questions

What services does William Kane Cavanagh offer?

William Kane Cavanagh specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WASHINGTON, District of Columbia for a consultation.

What are William Kane Cavanagh's credentials?

William Kane Cavanagh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Kane Cavanagh located?

William Kane Cavanagh is based in WASHINGTON, District of Columbia, working with ULLICO INVESTMENT ADVISORS, INC.. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.

How does William Kane Cavanagh charge for services?

William Kane Cavanagh's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ULLICO INVESTMENT ADVISORS, INC.?

ULLICO INVESTMENT ADVISORS, INC. has approximately 83 employees and manages $11.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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