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William Kane Cavanagh

ULLICO INVESTMENT ADVISORS, INC.·WASHINGTON, District of Columbia
SIE, Series 7, Series 24, Series 63Clean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ULLICO INVESTMENT ADVISORS, INC.
CRD 106628 · SEC 801-36371
AUM
$11.3B
Regulatory assets under management
Employees
83
18 client accounts
Services offered by ULLICO INVESTMENT ADVISORS, INC.
Per Form ADV
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at ULLICO INVESTMENT ADVISORS, INC. →
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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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Other Advisors at ULLICO INVESTMENT ADVISORS, INC.

Yinan Yu
SILVER SPRING, MD
Peter T Haley
SILVER SPRING, MD
Adam Mark Fried
SILVER SPRING, MD
Cathy Ann Humphrey
SILVER SPRING, MD
Hugh James Darcey
SILVER SPRING, MD
Rohit Syal
SILVER SPRING, MD

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