How does the advisor help clients – Key Takeaways:
HENNION & WALSH ASSET MANAGEMENT, INC. is a leading financial management firm that prides itself on helping clients achieve their financial goals. With a team of experienced and knowledgeable advisors, the firm offers a wide range of financial services to a diverse client base. Here are some key takeaways to keep in mind when considering HENNION & WALSH ASSET MANAGEMENT, INC. as your financial advisor:
- Provides personalized financial advice to help clients make informed decisions.
- Offers a range of financial services to meet the diverse needs of clients.
- A team of experienced and knowledgeable advisors dedicated to helping clients achieve their financial goals.
- Emphasizes on building long-term relationships with clients based on trust and transparency.
Facts and Insights
Founded in 1990, HENNION & WALSH ASSET MANAGEMENT, INC. has been providing financial management services to clients for over 30 years. The firm has established itself as a reputable and reliable source of financial advice, serving clients across the United States.
Assets Under Management, Number of Advisors and Time in Business:
In 2020, HENNION & WALSH ASSET MANAGEMENT, INC. reported over $6 billion in assets under management. The firm has a team of over 70 experienced and knowledgeable advisors who are dedicated to helping clients achieve their financial goals. This extensive experience and expertise have allowed the firm to build a solid reputation in the financial industry.
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1990 | $6 billion | 70+ |
Financial Services Offered
HENNION & WALSH ASSET MANAGEMENT, INC. offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and management
- Education planning
- Insurance and risk management
- And more
Client Types
HENNION & WALSH ASSET MANAGEMENT, INC. serves a diverse client base that includes individuals, families, and businesses. The firm’s customized approach to financial management allows them to cater to the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation
HENNION & WALSH ASSET MANAGEMENT, INC. is a fee-based advisor, which means they charge a percentage of assets under management as their fee. This fee structure ensures that the firm’s interests are aligned with their clients, as they aim to grow their clients’ assets. The firm’s fee structure is transparent and clearly outlined, providing clients with the peace of mind that they are not paying any hidden fees.
Background
HENNION & WALSH ASSET MANAGEMENT, INC. was founded by Richard Hennion and Robert Walsh, both experienced financial advisors who saw the need for a client-centric approach to financial management. Since its inception, the firm has been dedicated to helping clients achieve their financial goals by providing personalized, unbiased, and transparent advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, HENNION & WALSH ASSET MANAGEMENT, INC. is required to disclose information about any disciplinary events or conflicts of interest. These disclosures can be found in the firm’s Form ADV, which is accessible on the Securities and Exchange Commission’s website or by requesting a copy from the firm directly.