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Hennion & Walsh Asset Management, Inc.

● SEC registered since 2003CRD 126236SEC# 801-61977Parsippany, NJ
Export (members)
Reg. AUM
$590.1M
Employees
75
Accounts
1,423
Location
Parsippany, NJ

Hennion & Walsh Asset Management, Inc. assets under management

Hennion & Walsh Asset Management, Inc. is an SEC-registered investment adviser based in Parsippany, NJ. The firm has been registered since 2003. It reports $590.1 million in regulatory assets under management and employs 75 people.

Hennion & Walsh Asset Management, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Kevin Douglas Mahn ControlPresidentUnder 5%2011
Phillip Fitzsimmons ControlChief Compliance OfficerUnder 5%2019
Richard Hennion ControlOwner50-75%1989
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Frequently asked questions

How much does Hennion & Walsh Asset Management, Inc. manage?

Hennion & Walsh Asset Management, Inc. reports $590.1 million in regulatory assets under management on its Form ADV.

How many employees does Hennion & Walsh Asset Management, Inc. have?

Hennion & Walsh Asset Management, Inc. reports 75 employees.

Where is Hennion & Walsh Asset Management, Inc. located?

Hennion & Walsh Asset Management, Inc. is based in Parsippany, NJ and has been SEC-registered since 2003.

Does Hennion & Walsh Asset Management, Inc. disclose fund performance?

Hennion & Walsh Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2001 Route 46, Waterview Plaza, Parsippany, NJ 07054
Phone973-299-8989
Fax973-299-0692
Office hours9a.m. 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$566M
Non-discretionary$24.1M
Total (RAUM)$590.1M