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Building 2HENNION & WALSH ASSET MANAGEMENT, INC.

Map pinPARSIPPANY, NJ
Phone973-299-8989
NotebookSEC #801-61977
Total AUM
$768.8M
Employees
75
Clients
1,100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2001 ROUTE 46
WATERVIEW PLAZA
PARSIPPANY
NJ 07054
United States
Operating Hours
9AM 5PM
Monday - Friday
Phone
973-299-8989
Other Offices
1

ReceiptFinancials

Total AUM
$768.8M
Accounts
1,821
Discretionary
$741.7M
Accounts
1,792
Non-Discretionary
$27.1M
Accounts
29

ContactClients

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Individual Clients
940
AUM
$388.8M
HNW Individual Clients
147
AUM
$334.5M
Pension/Profit Sharing Plan Clients
1
AUM
$10M
Charitable Organization Clients
6
AUM
$32.1M
Corporation or Business Clients
6
AUM
$3.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDCDEFLGAIAIDILINKSLAMAMDMEMIMNMSNCNHNJNMNVNYOHORPASCTNTXVAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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