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William Kane Cavanagh

ULLICO INVESTMENT ADVISORS, INC.·WASHINGTON, District of Columbia
Unclaimed Profile
1625 EYE STREET, NW, WASHINGTON, DC 20006CRD# 5806125Firm CRD# 106628
01

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.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ULLICO INVESTMENT ADVISORS, INC.
ULLICO INVESTMENT ADVISORS, INC.
AUM
$11.3B
Regulatory assets under management
Employees
83
Total firm employees
View all advisors at ULLICO INVESTMENT ADVISORS, INC. →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5806125
Firm CRD# 106628
No disclosures on file
View on FINRA BrokerCheck →

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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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