Hennion & Walsh, Inc.
Firm details
- Headquarters
- Parsippany, New Jersey
- CRD number
- 25766
- Registered since
- December 28, 1989
- Website
- www.hennionandwalsh.com
Firm profile
FINTRXOverview
Hennion & Walsh, Inc. is organized as a corporation and has been SEC-registered since 1989. FINTRX classifies the firm as "Unclassified" and lists the owner type as individual. The data set includes several negative flags: the firm is not identified as a capital allocator, is not flagged as an active ESG investor, is not a multistate adviser, and is not listed as a pension consultant or related adviser. The firm did not provide descriptive material about its business activities, advisory model, client types, or investment approach. FINTRX also notes that Hennion & Walsh, Inc. has not supplied information on activities and affiliations, so there is no publicly reported detail in this dataset about how the firm sources managers, constructs portfolios, or positions itself in the market.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Matthew Wolcott
Chief Operating OfficerCRD 4233708

Kevin Mahn
President and Chief Investment OfficerCRD 2519398

Phillip Fitzsimmons
Chief Compliance OfficerCRD 1625889
Contacts
3 of 118
Henry Szawlowski
TraineeCRD 5680173
Stephanie Roche
Financial AdvisorCRD 5680360

Frank Brady Jr
OwnerCRD 5692946
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Parsippany, NJ
Morris
Location
Parsippany, NJ
Headquartered in Parsippany, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Morris
- Address
- 2001 46 Waterview Plz
- Time zone
- ET (UTC-5)
- Office locations
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