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| Hennion & Walsh Asset Management Inc
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|---|---|
| CRD # | 126236 |
| SEC # | 801-61977 |
| CIK # | 0001861642 |
| AUM | $379.7 MM (2023-03-29) |
| Employees | 70 (10% Investors, 93% Brokers) |
| Phone | 973-299-8989 |
| Address | 2001 Route 46 Parsippany, NJ 07054 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| NEA | 3.5 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| MDGL | 1.2 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| SPGI | 113.1 | 0.0 | |
| LLY | 301.8 | 0.0 | |
| BLK | 95.3 | 0.0 | |
| MRK | 232.4 | 0.0 | |
| ODFL | 28.4 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 667 | 0.2 |
| (b) Individuals (high net worth individuals) | 122 | 0.2 |
| (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 | 12 | 0.0 |
| (h) Charitable organizations | 5 | 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 | 7 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,056 | 0.4 |
| By Discretionary | ||
| Discretionary | 1,025 | 0.4 |
| Non-Discretionary | 31 | 0.0 |
| Total | 1,056 | 0.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.4 | |
| Total | 1,056 | 0.4 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001861642] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Comprehensive Financial Consultants Institutional Inc
✚
|
IN | 0.4 |
|
The Marshall Financial Group LLC
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|
MD | 0.4 |
|
Pinnacle Wealth LLC
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MS | 0.4 |
|
Mid-Atlantic Securities Inc
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NC | 0.4 |
|
Benefit Fiduciary Group LLC
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VA | 0.4 |
|
Wealth Management Advisors LLC
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SC | 0.4 |
|
MFA Wealth Advisors LLC
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|
PA | 0.4 |
|
Consolidated Financial Management Group LLC
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|
OH | 0.4 |
|
Integrated Wealth Advisory Services Inc
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|
KS | 0.4 |
|
Global Trust Asset Management LLC
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|
FL | 0.4 |