Hennion & Walsh Asset Management, Inc.
● SEC registered since 2003CRD 126236SEC# 801-61977Parsippany, NJ
Reg. AUM
$768.8M
Employees
75
Accounts
1,821
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 $768.8 million in regulatory assets under management and employs 75 people.
Hennion & Walsh Asset Management, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Douglas Mahn Control | President | Under 5% | 2011 |
| Phillip Fitzsimmons Control | Chief Compliance Officer | Under 5% | 2019 |
| Richard Hennion Control | Owner | 50-75% | 1989 |
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Join to unlock · $37/moFrequently asked questions
How much does Hennion & Walsh Asset Management, Inc. manage?
Hennion & Walsh Asset Management, Inc. reports $768.8 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
| Address | 2001 Route 46, Waterview Plaza, Parsippany, NJ 07054 |
| Phone | 973-299-8989 |
| Fax | 973-299-0692 |
| Office hours | 9a.m. 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$768.8M▲ 63%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$768.8Mregulatory AUM
Discretionary $741.7MNon-discretionary $27.1M