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HENNION & WALSH ASSET MANAGEMENT, INC.

CRD 126236 · SEC 801-61977

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2001 ROUTE 46, WATERVIEW PLAZA, PARSIPPANY, NJ, 07054, United States

Phone

973-299-8989

Fax

973-299-0692

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$768.8M

Discretionary AUM

$741.7M

Team

75 total employees; 11 advisory reps; 13 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Commissions

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals940$388.8M
High net worth individuals147$334.5M
Charitable organizations6$32.1M
Corporations/business entities6$3.5M

States served

AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, LA, ME, MD, MA, MI, MN, MS, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, VA, WI, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD