Hennion & Walsh Asset Management, Inc.

Hennion & Walsh Asset Management, Inc. (CRD# 126236) is a financial advisory firm headquartered in Parsippany, NJ. They manage $198,260,272 in 590 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    198
    MILLION
  • Total Number of Accounts
    590
    ACCOUNTS
  • Average Account Value
    $336,034
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, IL, MA, MD, MI, NC, NJ, NY, PA, TX, VA, WI

Financial Advisors at Hennion & Walsh Asset Management, Inc.
Showing 1 - 10 of 63 top financial advisors.
1
Lisa Crosta
CRD#: 6061779
2001 Route 46, Waterview Plaza, Parsippany, NJ 07054
96
Wealthminder
score

Lisa Crosta (CRD# 6061779) is an Investment Advisor Representative working at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ and has over 6 years of experience in the finance industry. Lisa Crosta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kunal H. Patel
CRD#: 5815451
2001 Route 46, Waterview Plaza, Parsippany, NJ 07054
96
Wealthminder
score

Kunal Patel (CRD# 5815451) is an Investment Advisor Representative working at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ and has over 7 years of experience in the finance industry. Kunal Patel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jana L. Abels
CRD#: 4831929
2001 Route 46, Waterview Plaza, Parsippany, NJ 07054
93
Wealthminder
score

Jana Abels (CRD# 4831929) is an Investment Advisor Representative working at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ and has over 13 years of experience in the finance industry.

4
Frank Brady Jr
CRD#: 5692946
2001 Route 46, Waterview Plaza, Parsippany, NJ 07054
93
Wealthminder
score

Frank Brady Jr (CRD# 5692946) is an Investment Advisor Representative working at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ and has over 6 years of experience in the finance industry.

5
Daniel J. Drollinger
CRD#: 5760386
2001 Route 46, Waterview Plaza, Parsippany, NJ 07054
93
Wealthminder
score

Daniel Drollinger (CRD# 5760386) is an Investment Advisor Representative working at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ and has over 7 years of experience in the finance industry.

6
John D. Dubois
CRD#: 3099120
2001 Route 46, Waterview Plaza, Parsippany, NJ 07054
93
Wealthminder
score

John Dubois (CRD# 3099120) is an Investment Advisor Representative working at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ and has over 18 years of experience in the finance industry.

7
Allen C. Fassett
CRD#: 722750
2001 Route 46, Waterview Plaza, Parsippany, NJ 07054
93
Wealthminder
score

Allen Fassett (CRD# 722750) is an Investment Advisor Representative working at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ and has over 25 years of experience in the finance industry.

8
Marc A. Guido
CRD#: 5674772
2001 Route 46, Waterview Plaza, Parsippany, NJ 07054
93
Wealthminder
score

Marc Guido (CRD# 5674772) is an Investment Advisor Representative working at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ and has over 5 years of experience in the finance industry.

9
Gregg H. Heller
CRD#: 2621411
2001 Route 46, Waterview Plaza, Parsippany, NJ 07054
93
Wealthminder
score

Gregg Heller (CRD# 2621411) is an Investment Advisor Representative working at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ and has over 22 years of experience in the finance industry.

10
Deborah A. Hoffmann
CRD#: 2773687
2001 Route 46, Waterview Plaza, Parsippany, NJ 07054
93
Wealthminder
score

Deborah Hoffmann (CRD# 2773687) is an Investment Advisor Representative working at Hennion & Walsh Asset Management, Inc. in Parsippany, NJ and has over 20 years of experience in the finance industry.

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