Overview
Assets Under Management: $590 million
Headquarters: PARSIPPANY, NJ
High-Net-Worth Clients: 100
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.32
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,423
Discretionary Accounts: 1,393
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 126236
Filing ID: 2006757
Last Filing Date: 2025-07-31 08:50:00
Website: https://hennionandwalsh.com