Hennion & Walsh, Inc.

Broker-DealerFINRA MemberEst. 1989
Total AUM
Advisory reps
122
Avg account
$0

Firm details

Headquarters
Parsippany, New Jersey
CRD number
25766
Registered since
December 28, 1989

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Matthew Wolcott

    Matthew Wolcott

    Chief Operating OfficerCRD 4233708

  • Kevin Mahn

    Kevin Mahn

    President and Chief Investment OfficerCRD 2519398

  • Phillip Fitzsimmons

    Phillip Fitzsimmons

    Chief Compliance OfficerCRD 1625889

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Contacts

3 of 118
  • Henry Szawlowski

    Henry Szawlowski

    TraineeCRD 5680173

  • Stephanie Roche

    Financial AdvisorCRD 5680360

  • Frank Brady Jr

    Frank Brady Jr

    OwnerCRD 5692946

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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