Hennion & Walsh Asset Management, INC.

Assets Under Management

$590.1M

Number of Clients

861

Number of Advisors

67

Average Client AUM

$685K

AUM per Advisor

$8.8M

Compensation

Commission-BasedFee-Only (AUM)

About This Firm

Hennion & Walsh Asset Management offers discretionary and non-discretionary investment advisory services, including a wrap fee program (PMP), Personalized UMA program, and Asset Advisor program. They also provide consulting services to retirement plans and serve as portfolio supervisor to affiliated unit investment trusts.

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Location

2001 Route 46, Waterview Plaza, Parsippany, NJ, 07054

67 Advisors at this firm

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