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Phillip Fitzsimmons

HENNION & WALSH ASSET MANAGEMENT, INC.·PARSIPPANY, New Jersey
Unclaimed Profile
2001 ROUTE 46, PARSIPPANY, NJ 07054CRD# 1625889Firm CRD# 126236
01

About

Phillip Fitzsimmons is a registered financial advisor based in PARSIPPANY, New Jersey, affiliated with HENNION & WALSH ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HENNION & WALSH ASSET MANAGEMENT, INC.
HENNION & WALSH ASSET MANAGEMENT, INC.
AUM
$473M
Regulatory assets under management
Employees
70
Total firm employees
View all advisors at HENNION & WALSH ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Commissions
Regulatory
SEC/IARD CRD# 1625889
Firm CRD# 126236
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Phillip Fitzsimmons offer?
Phillip Fitzsimmons specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PARSIPPANY, New Jersey for a consultation.
What are Phillip Fitzsimmons's credentials?
Phillip Fitzsimmons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phillip Fitzsimmons located?
Phillip Fitzsimmons is based in PARSIPPANY, New Jersey, working with HENNION & WALSH ASSET MANAGEMENT, INC.. Their office serves clients in the PARSIPPANY metropolitan area and surrounding communities.
How does Phillip Fitzsimmons charge for services?
Phillip Fitzsimmons's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HENNION & WALSH ASSET MANAGEMENT, INC.?
HENNION & WALSH ASSET MANAGEMENT, INC. has approximately 70 employees and manages $473M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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