Hennion & Walsh

Hennion & Walsh

Wealth management using municipal bonds

About Hennion & Walsh

Simplify's Rating
Why Hennion & Walsh is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Financial Services

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

Parsippany-Troy Hills, New Jersey

Founded

N/A

Overview

Hennion & Walsh is a full-service investment firm that focuses on municipal bonds and wealth management for individual investors. Its offerings include municipal bonds, equities, fixed-income products, retirement planning, portfolio management, insurance, estate planning, treasury bonds, agency debt, and stocks, delivered through a client-first advisory model with fees tied to portfolio size. The firm also runs Hennion & Walsh Asset Management, which manages sizable client portfolios across many states, giving it a strong asset base. Its goal is to help individuals grow and protect wealth through tailored investment plans and comprehensive financial planning centered on municipal bonds and fixed-income strategies.

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Simplify's Take

What believers are saying

  • James Pruskowski's hire brings $200B municipal bond experience for growth acceleration.
  • $2.48B AUM with 4.06% net inflows signals strong client capital attraction.
  • Diversified into growth equities like Datadog and Olema appeals to broader clients.

What critics are saying

  • Biotech bets like $11.2M OLMA trigger losses if trials fail in 6-12 months.
  • Q1 2025 -4.56% performance drives outflows to BlackRock in 12-18 months.
  • SEC probes 13.49% turnover and 89 purchases for excessive trading fees in 12-24 months.

What makes Hennion & Walsh unique

  • Hennion & Walsh specializes in municipal bonds since 1990 with expert fixed-income focus.
  • Offers free online bond inventory for thousands of municipal and corporate bonds.
  • Provides personalized wealth management alongside tax-free municipal bond expertise.

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Benefits

Health Insurance

Dental Insurance

401(k) Retirement Plan

401(k) Company Match

Company News

PR Newswire
Jan 21st, 2026
Hennion & Walsh hires James Pruskowski as managing director to boost fixed income expertise

Hennion & Walsh has hired James Pruskowski as Managing Director at its Parsippany, New Jersey headquarters. Pruskowski brings extensive fixed income expertise, particularly in municipal bonds, to support the firm's growth and wealth management expansion. Before joining Hennion & Walsh, Pruskowski founded and served as Chief Investment Officer of 16Rock Asset Management, where he launched a municipal bond SMA platform and led a long-short hedge fund that achieved top-decile performance. He previously spent nearly three decades at BlackRock, rising to Managing Director and Head of Municipal Bonds for Institutional and Wealth Management, where he managed $200 billion in assets and led 58 investment professionals. Founded in 1990, Hennion & Walsh specialises in municipal bonds and offers equity, fixed-income products and wealth management services.

MarketBeat
Sep 17th, 2024
Sofinnova Investments Inc. Has $23.38 Million Position in Cogent Biosciences, Inc. (NASDAQ:COGT)

Hennion & Walsh Asset Management Inc. acquired a new stake in Cogent Biosciences in the second quarter valued at $1,077,000.

ETF Daily News
Aug 24th, 2024
Hennion & Walsh Asset Management Inc. Makes New $285,000 Investment in Electronic Arts Inc. (NASDAQ:EA)

Hennion & Walsh Asset Management Inc. makes new $285,000 investment in Electronic Arts Inc. (NASDAQ:EA).

Defense World
Aug 24th, 2024
Hennion & Walsh Asset Management Inc. Invests $251,000 in Argan, Inc. (NYSE:AGX)

Hennion & Walsh Asset Management Inc. invests $251,000 in Argan, Inc. (NYSE:AGX).

Defense World
Aug 22nd, 2024
Hennion & Walsh Asset Management Inc. Invests $443,000 in Datadog, Inc. (NASDAQ:DDOG)

Hennion & Walsh Asset Management Inc. invests $443,000 in Datadog, Inc. (NASDAQ:DDOG).

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