Hennion & Walsh Asset Management is an investment advisor in Parsippany with $379.71 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
562349874
SEC advisor number
801-61977
FINRA CRD number
126236
AUM ?
$379.71 mm
(as of 31 May 23)
Accounts
1,056
(as of 31 May 23)
Employees
70
(7 investment advisory or research)
Office hours
Monday - Friday, 9AM 5PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hennion, Richard | Owner | 11/1989 | 50-75% |
Walsh, William, Walter | Owner | 11/1989 | 50-75% |
Mahn, Kevin, Douglas | President | 03/2011 | < 5% |
Fitzsimmons, Phillip | Chief Compliance Officer | 02/2019 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
12 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22