Hennion & Walsh, Inc.

Broker-DealerFINRA MemberEst. 1989
Total AUM
Advisory reps
121
Avg account
$0

Firm details

Headquarters
Parsippany, New Jersey
CRD number
25766
Registered since
December 28, 1989

Firm profile

FINTRX

Overview

Hennion & Walsh, Inc. is organized as a corporation and is SEC-registered since 1989. The firm is listed as individually owned and is classified in the dataset as "Unclassified." The filings reviewed indicate the firm is not designated as a capital allocator, does not self-identify as an active ESG investor, and is not recorded as a multi-state or newly formed adviser; it is also not labeled a pension consultant or a related adviser. Public disclosures for this profile are sparse. The firm did not provide itemized descriptions of its advisory activities, fee schedules, client segments, or investment preferences in the dataset reviewed, which limits the ability to characterize its target clients, portfolio construction approach, or product mix from this source alone.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • James Pruskowski

    James Pruskowski

    CIO and Co-FounderCRD 2611704

  • Kevin Mahn

    Kevin Mahn

    President and Chief Investment OfficerCRD 2519398

  • Phillip Fitzsimmons

    Phillip Fitzsimmons

    Chief Compliance OfficerCRD 1625889

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Contacts

3 of 117
  • Eric Hurrie

    Eric Hurrie

    Relationship AssociateCRD 2666518

  • Christo Terzidis

    Christo Terzidis

    Compliance OfficerCRD 2827526

  • Douglas Richter

    Douglas Richter

    Divisional Vice PresidentCRD 4277283

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Parsippany, NJ

Morris

Location

Parsippany, NJ

Headquartered in Parsippany, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Morris
Address
2001 46 Waterview Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth