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| Happy Holidays!! thanks for using AUM13F!! |
| Hennion & Walsh Asset Management Inc
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| CRD # | 126236 |
| SEC # | 801-61977 |
| CIK # | 0001861642 |
| AUM | $590.1 M (2025-07-31) |
| Employees | 75 (15% Investors, 73% Brokers) |
| Phone | 973-299-8989 |
| Address | 2001 Route 46 Parsippany, NJ 07054 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001861642 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Verona Pharma PLC | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Nuveen Amt-Free Municipal Credit Income Fund | 0.0 | ||
| VISA Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Nuveen Select Tax Free Income Portfolio | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Nuveen Amt-Free Quality Municipal Income Fund | 0.0 | ||
| Analog Devices Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 751 | 0.3 |
| (b) Individuals (high net worth individuals) | 100 | 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 | 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 | 5 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,423 | 0.6 |
| By Discretionary | ||
| Discretionary | 1,393 | 0.6 |
| Non-Discretionary | 30 | 0.0 |
| Total | 1,423 | 0.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.6 | |
| Total | 1,423 | 0.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001861642] |
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Jacobson & Schmitt Advisors LLC
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Siharum Advisors LLC
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