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| Hennion & Walsh Asset Management Inc
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|---|---|
| CRD # | 126236 |
| SEC # | 801-61977 |
| CIK # | 0001861642 |
| AUM | $768.8 M (2026-03-30) |
| Employees | 75 (15% Investors, 73% Brokers) |
| Phone | 973-299-8989 |
| Address | 2001 Route 46 Parsippany, NJ 07054 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Applied Materials Inc /DE | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Lam Research Corp | 0.0 | ||
| Micron Technology Inc | 0.0 | ||
| Nuveen Amt-Free Municipal Credit Income Fund | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| KLA Tencor Corp | 0.0 | ||
| Nuveen Municipal High Income Opportunity Fund | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 940 | 0.4 |
| (b) Individuals (high net worth individuals) | 147 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,821 | 0.8 |
| By Discretionary | ||
| Discretionary | 1,792 | 0.7 |
| Non-Discretionary | 29 | 0.0 |
| Total | 1,821 | 0.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.8 | |
| Total | 1,821 | 0.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001861642] | |
| SC 13D | [0001861642] | |
| SC 13G | [0001861642] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ORG Partners LLC
✚
|
TX | 0.8 |
|
Bruton Chisnell Advisors LLC
✚
|
PA | 0.8 |
|
Lanham Odell & Co Inc
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|
WV | 0.8 |
|
Professional Financial Advisors LLC
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|
NE | 0.8 |
|
Retirement Fund Management LLC
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|
GA | 0.8 |
|
Permanent Capital Management LP
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|
IL | 0.8 |
|
Grant Street Asset Management Inc
✚
|
PA | 0.8 |
|
Compass Advisory Group LLC
✚
|
NY | 0.8 |
|
Benchmark Financial Wealth Advisors LLC
✚
|
FL | 0.8 |
|
Blue Edge Capital LLC
✚
|
VA | 0.8 |