H&
HENNION & WALSH ASSET MANAGEMENT, INC.
SEC RegisteredYour stock market investments deserve a second opinion
PARSIPPANY, NJhttps://hennionandwalsh.com973-299-8989
Assets Under Management
$500M–$1B
Employees
75
Office Locations
2 offices
Total Accounts
1821
About the firm
Hennion & Walsh is a full service investment firm dedicated to empowering individual investors, offering a complete range of services and products to help clients live the life they want in retirement. The firm is guided by the values of integrity, honesty, and loyalty, and provides what it calls the Hennion & Walsh Experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Areas of expertise
Municipal BondsComprehensive Wealth ManagementFixed IncomeEstate PlanningRetirement PlanningFiduciaryBond InventoryCharitable GivingTrusts
Services
Comprehensive Wealth Management (investments under a fiduciary standard of care for a single fee), Municipal Bonds, fixed income and growth investments, estate planning, and free second opinions on all investments.
Who they serve
Individual investors, particularly those planning for or in retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 940 | $389M |
| High Net Worth Individuals | 147 | $334M |
| State/Municipal Entities | 6 | — |
13 total clients reported on Form ADV.
Leadership
Richard Hennion
OWNER
William Walter Walsh
OWNER
Kevin Douglas Mahn
PRESIDENT
Phillip Fitzsimmons
CHIEF COMPLIANCE OFFICER
Office locations
2 offices in 2 states
NJ
PARSIPPANYHQ
FL
BOCA RATON
Advisors at this firm
71 advisors in the directory
Zachary Colin Armstrong
Investment Adviser Representative
Frank Brady Jr
Investment Adviser Representative
Justin Bischer
Investment Adviser Representative
Anthony Blasi
Investment Adviser Representative
James Edward Buchanan
Investment Adviser Representative
Steven Joseph Cook
Investment Adviser Representative
Donald James Callahan III
Investment Adviser Representative
Timothy Peter Ciraulo
Investment Adviser Representative
Isabella Ciresi
Investment Adviser Representative
Mark Anthony Czaja
Investment Adviser Representative
David Darcangelo
Investment Adviser Representative
Joshua James Edwards
Investment Adviser Representative
Lauren Christine Frahn
Investment Adviser Representative
Allen Crosby Fassett
Investment Adviser Representative
Steven Louis Feliciano
Investment Adviser Representative
Steven Tyler Frerichs
Investment Adviser Representative
Devon C Graham
Investment Adviser Representative
Nicholas G Giamarino
Investment Adviser Representative
Thomas Harrison
Investment Adviser Representative
Gregg Henry Heller
Investment Adviser Representative
William Hennion
Investment Adviser Representative
Richard Peter Hveem
Investment Adviser Representative
Thomas James Hennion
Investment Adviser Representative
Eric Sean Hurrie
Investment Adviser Representative
Jonathan Luck Hyer
Investment Adviser Representative
Frank Michael Imbriaco
Investment Adviser Representative
Robert Ionescu
Investment Adviser Representative
Kyle Andrew Joyce
Investment Adviser Representative
Stephen George Kowalski
Investment Adviser Representative
Rachel Cabiltes Leventhal
Investment Adviser Representative
Vijay Leventhal
Investment Adviser Representative
Sean Michael Logue
Investment Adviser Representative
James Stanley Mackenzie Jr
Investment Adviser Representative
Kevin Douglas Mahn
Investment Adviser Representative
Christopher Ray Mastrangelo
Investment Adviser Representative
Sean J McElduff
Investment Adviser Representative
Stephen K Mensah Jr
Investment Adviser Representative
Tyler Edward Mitnick
Investment Adviser Representative
Eoin Patrick Monahan
Investment Adviser Representative
Dominick Andrew Maio
Investment Adviser Representative
Mamode Abdullah Oozeerally
Investment Adviser Representative
Matthew Paul Panek
Investment Adviser Representative
Kunal H Patel
Investment Adviser Representative
Thomas L Perkins
Investment Adviser Representative
Brian J Pendleton
Investment Adviser Representative
Edward Martin Petka
Investment Adviser Representative
James Pruskowski
Investment Adviser Representative
Brian Christopher Rieman
Investment Adviser Representative
Joseph Ismael Rodriguez
Investment Adviser Representative
Christopher Thomas Ryan
Investment Adviser Representative
Michael Edward Rasmussen
Investment Adviser Representative
Stephanie Anne Roche
Investment Adviser Representative
Kyle Ruff
Investment Adviser Representative
Ryan Matthew Schoeffield
Investment Adviser Representative
Marc S Strafaci
Investment Adviser Representative
Henry James Szawlowski
Investment Adviser Representative
Jeffrey Howard Shornick
Investment Adviser Representative
Cal Jason Smith
Investment Adviser Representative
Michael Spitaletta
Investment Adviser Representative
Patrick Michael Stanton
Investment Adviser Representative
John Dimitrious Tsoukalas
Investment Adviser Representative
Christo Terzidis
Investment Adviser Representative
Javier Alejandro Tovar
Investment Adviser Representative
John Vincent Wallace
Investment Adviser Representative
Patrick Timothy Walsh
Investment Adviser Representative
Zachary William Walsh
Investment Adviser Representative
William Andrew Wainwright
Investment Adviser Representative
Jacob Patrick Walsh
Investment Adviser Representative
Matthew Borden Wolcott
Investment Adviser Representative
Justin Taejun Yoon
Investment Adviser Representative
Stephen James Zarubnicky
Investment Adviser Representative
Regulatory & compliance
CRD number
#126236
SEC Number
801-61977
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Commission
Minimum: $50,000 (waivable)
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
hennionandwalsh.comPhone
973-299-8989Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HENNION & WALSH ASSET MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.