HENNION & WALSH ASSET MANAGEMENT, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $768.8M |
| Discretionary | $741.7M96% of AUM |
| Non-Discretionary | $27.1M |
| Client Accounts | 1,821 |
| Avg Account Size | $422K |
| Employees | 75 |
| Peak AUM | $2.75BMar 2006 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $769M | +62.6% | +26.5% | +19.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $768.8M |
| Discretionary | $741.7M |
| Employees | 75 |
| Client Accounts | 1821 |
| Client Range | 51-100 |
Contact & Location
Address
2001 ROUTE 46
PARSIPPANY NJ 07054
Phone
973-299-8989
Filing History
74 ADV Part 1 submissions
Fee Structure
% of AUMCommissions
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$742M
96.5% of AUM
Non-Discretionary
$27M
3.5% of AUM
Disc. mix ▲ 0.7pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Broker-DealerBanking Institution
Related Entities (Item 7)
Broker-DealerPension Consultant