HENNION & WALSH ASSET MANAGEMENT, INC.
Hennion & Walsh Asset Management, Inc., headquartered in Parsippany, NJ, is a reputable local investment advisory firm with a strong presence in the financial industry. With a total workforce of 70 dedicated professionals, a small percentage of whom specialize in investment advisory services, the company excels in providing comprehensive financial solutions to its esteemed clientele.
As an experienced asset management firm, Hennion & Walsh manages an impressive average of approximately $95,670,000 in assets under management per investment advisor. This figure aligns with the industry average, showcasing their proficiency and reliability in handling client portfolios. Their compensation structure encompasses various types, including fixed fees, ensuring transparency and flexibility for their clients.
Hennion & Walsh Asset Management serves over 670 individual clients, who collectively entrust them with over $379,709,000 in assets under management. Notably, nearly half of these assets originate from employer 401Ks and individual investments, reflecting the company's extensive expertise in this area. Impressively, 96% of the assets they manage are handled on a discretionary basis, enabling clients to benefit from their seasoned judgment and strategic decision-making.
In addition to their core investment advisory services, Hennion & Walsh also operates as an insurance broker or agent, further enhancing their ability to provide holistic financial guidance. With two offices, they serve their clients efficiently and maintain a local presence that fosters strong relationships within the community.
The firm takes pride in its team of seasoned advisors, including Joseph Rodriguez, John Wallace, and Kevin Mahn, who boast some of the longest tenures at the company. Their collective experience and expertise contribute to Hennion & Walsh's strong reputation and ability to deliver exceptional financial solutions tailored to their clients' needs.