HENNION & WALSH ASSET MANAGEMENT, INC.
CRD #126236 SEC #801-61977 PARSIPPANY, NJ 973-299-8989
SEC Registered Broker-Dealer
Total AUM
$590.1M
Discretionary
$566M
Employees
75
Clients
101
Accounts
1,423
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $590.1M | $566M | $24.1M | 75 | 13 |
| May 2025 | $590.1M | $566M | $24.1M | 75 | 13 |
| Mar 2025 | $590.1M | $566M | $24.1M | 75 | 13 |
| Mar 2025 | $472.7M | $452.7M | $20M | 70 | 15 |
| Feb 2025 | $472.7M | $452.7M | $20M | 70 | 15 |
| Mar 2024 | $472.7M | $452.7M | $20M | 70 | 15 |
| Jan 2024 | $379.7M | $362.6M | $17.1M | 70 | 20 |
| Oct 2023 | $379.7M | $362.6M | $17.1M | 70 | 20 |
| Oct 2023 | $379.7M | $362.6M | $17.1M | 70 | 20 |
| Jul 2023 | $379.7M | $362.6M | $17.1M | 70 | 20 |
| May 2023 | $379.7M | $362.6M | $17.1M | 70 | 20 |
| Mar 2023 | $379.7M | $362.6M | $17.1M | 70 | 20 |
| Jul 2022 | $424.2M | $403.4M | $20.8M | 70 | 20 |
| Mar 2022 | $424.2M | $403.4M | $20.8M | 70 | 20 |
| Sep 2021 | $315.6M | $297.8M | $17.9M | 65 | 30 |
| Apr 2021 | $315.6M | $297.8M | $17.9M | 65 | 30 |
| Mar 2021 | $315.6M | $297.8M | $17.9M | 65 | 30 |
| Aug 2020 | $269.3M | $243.7M | $25.6M | 65 | 31 |
| Mar 2020 | $269.3M | $243.7M | $25.6M | 65 | 31 |
| Jan 2020 | $183.6M | $175.9M | $7.7M | 55 | 30 |
| Oct 2019 | $183.6M | $175.9M | $7.7M | 55 | 30 |
| Apr 2019 | $183.6M | $175.9M | $7.7M | 55 | 30 |
| Mar 2019 | $183.6M | $175.9M | $7.7M | 55 | 30 |
| Feb 2019 | $198.4M | $180.3M | $18.1M | 60 | 29 |
| Oct 2018 | $198.4M | $180.3M | $18.1M | 60 | 29 |
| Mar 2018 | $198.4M | $180.3M | $18.1M | 60 | 29 |
| Jan 2018 | $198.3M | $180.5M | $17.7M | 60 | 29 |
| Mar 2017 | $198.3M | $180.5M | $17.7M | 60 | 600 |
| Jun 2016 | $172.5M | $164.7M | $7.8M | 50 | 500 |
| Apr 2016 | $172.5M | $164.7M | $7.8M | 50 | 500 |
| Mar 2016 | $172.5M | $164.7M | $7.8M | 50 | 500 |
| Feb 2015 | $147.9M | $138.2M | $9.7M | 50 | 500 |
| Jan 2015 | $147.9M | $138.2M | $9.7M | 50 | 500 |
| Jun 2014 | $587.7M | $131.7M | $455.9M | 50 | 500 |
| Jan 2014 | $587.7M | $131.7M | $455.9M | 50 | 500 |
| Jan 2013 | $114.8M | $106.2M | $8.6M | 50 | 500 |
| Jun 2012 | $103.8M | $96.9M | $6.9M | 11 | 500 |
| Jan 2012 | $103.8M | $96.9M | $6.9M | 11 | 500 |
| Jun 2011 | $111.6M | $111.6M | $0 | -- | -- |
| Mar 2011 | $111.6M | $111.6M | $0 | -- | -- |
| Oct 2010 | $112.8M | $112.8M | $0 | -- | -- |
| Jul 2009 | $99M | $99M | $0 | -- | -- |
| Jan 2008 | $99M | $99M | $0 | -- | -- |
| Jan 2008 | $74M | $74M | $0 | 10 | -- |
| Feb 2007 | $64M | $64M | $0 | 10 | -- |
| Feb 2007 | $64M | $64M | $0 | 10 | -- |
| Mar 2006 | $2.8B | $2.8B | $0 | 10 | -- |
DateJul 2025
Total AUM$590.1M
Discretionary$566M
Non-Disc.$24.1M
Employees75
Clients13
DateMay 2025
Total AUM$590.1M
Discretionary$566M
Non-Disc.$24.1M
Employees75
Clients13
DateMar 2025
Total AUM$590.1M
Discretionary$566M
Non-Disc.$24.1M
Employees75
Clients13
DateMar 2025
Total AUM$472.7M
Discretionary$452.7M
Non-Disc.$20M
Employees70
Clients15
DateFeb 2025
Total AUM$472.7M
Discretionary$452.7M
Non-Disc.$20M
Employees70
Clients15
DateMar 2024
Total AUM$472.7M
Discretionary$452.7M
Non-Disc.$20M
Employees70
Clients15
DateJan 2024
Total AUM$379.7M
Discretionary$362.6M
Non-Disc.$17.1M
Employees70
Clients20
DateOct 2023
Total AUM$379.7M
Discretionary$362.6M
Non-Disc.$17.1M
Employees70
Clients20
DateOct 2023
Total AUM$379.7M
Discretionary$362.6M
Non-Disc.$17.1M
Employees70
Clients20
DateJul 2023
Total AUM$379.7M
Discretionary$362.6M
Non-Disc.$17.1M
Employees70
Clients20
DateMay 2023
Total AUM$379.7M
Discretionary$362.6M
Non-Disc.$17.1M
Employees70
Clients20
DateMar 2023
Total AUM$379.7M
Discretionary$362.6M
Non-Disc.$17.1M
Employees70
Clients20
DateJul 2022
Total AUM$424.2M
Discretionary$403.4M
Non-Disc.$20.8M
Employees70
Clients20
DateMar 2022
Total AUM$424.2M
Discretionary$403.4M
Non-Disc.$20.8M
Employees70
Clients20
DateSep 2021
Total AUM$315.6M
Discretionary$297.8M
Non-Disc.$17.9M
Employees65
Clients30
DateApr 2021
Total AUM$315.6M
Discretionary$297.8M
Non-Disc.$17.9M
Employees65
Clients30
DateMar 2021
Total AUM$315.6M
Discretionary$297.8M
Non-Disc.$17.9M
Employees65
Clients30
DateAug 2020
Total AUM$269.3M
Discretionary$243.7M
Non-Disc.$25.6M
Employees65
Clients31
DateMar 2020
Total AUM$269.3M
Discretionary$243.7M
Non-Disc.$25.6M
Employees65
Clients31
DateJan 2020
Total AUM$183.6M
Discretionary$175.9M
Non-Disc.$7.7M
Employees55
Clients30
DateOct 2019
Total AUM$183.6M
Discretionary$175.9M
Non-Disc.$7.7M
Employees55
Clients30
DateApr 2019
Total AUM$183.6M
Discretionary$175.9M
Non-Disc.$7.7M
Employees55
Clients30
DateMar 2019
Total AUM$183.6M
Discretionary$175.9M
Non-Disc.$7.7M
Employees55
Clients30
DateFeb 2019
Total AUM$198.4M
Discretionary$180.3M
Non-Disc.$18.1M
Employees60
Clients29
DateOct 2018
Total AUM$198.4M
Discretionary$180.3M
Non-Disc.$18.1M
Employees60
Clients29
DateMar 2018
Total AUM$198.4M
Discretionary$180.3M
Non-Disc.$18.1M
Employees60
Clients29
DateJan 2018
Total AUM$198.3M
Discretionary$180.5M
Non-Disc.$17.7M
Employees60
Clients29
DateMar 2017
Total AUM$198.3M
Discretionary$180.5M
Non-Disc.$17.7M
Employees60
Clients600
DateJun 2016
Total AUM$172.5M
Discretionary$164.7M
Non-Disc.$7.8M
Employees50
Clients500
DateApr 2016
Total AUM$172.5M
Discretionary$164.7M
Non-Disc.$7.8M
Employees50
Clients500
DateMar 2016
Total AUM$172.5M
Discretionary$164.7M
Non-Disc.$7.8M
Employees50
Clients500
DateFeb 2015
Total AUM$147.9M
Discretionary$138.2M
Non-Disc.$9.7M
Employees50
Clients500
DateJan 2015
Total AUM$147.9M
Discretionary$138.2M
Non-Disc.$9.7M
Employees50
Clients500
DateJun 2014
Total AUM$587.7M
Discretionary$131.7M
Non-Disc.$455.9M
Employees50
Clients500
DateJan 2014
Total AUM$587.7M
Discretionary$131.7M
Non-Disc.$455.9M
Employees50
Clients500
DateJan 2013
Total AUM$114.8M
Discretionary$106.2M
Non-Disc.$8.6M
Employees50
Clients500
DateJun 2012
Total AUM$103.8M
Discretionary$96.9M
Non-Disc.$6.9M
Employees11
Clients500
DateJan 2012
Total AUM$103.8M
Discretionary$96.9M
Non-Disc.$6.9M
Employees11
Clients500
DateJun 2011
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$112.8M
Discretionary$112.8M
Non-Disc.$0
Employees--
Clients--
DateJul 2009
Total AUM$99M
Discretionary$99M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$99M
Discretionary$99M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$74M
Discretionary$74M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees10
Clients--