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).
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Total Assets Under Management198MILLION
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Total Number of Accounts590ACCOUNTS
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Average Account Value$336,034
- A percentage of assets under your management
- Commissions
- 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)
AZ, CA, CT, FL, IL, MA, MD, MI, NC, NJ, NY, PA, TX, VA, WI
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.