# SMALLWOOD FINANCIAL GROUP LLC

SMALLWOOD FINANCIAL GROUP LLC of SUMMIT, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 305790
- Type: SEC-registered investment adviser
- Location: 160 SUMMIT AVE., SUMMIT, NJ, 07901
- Phone: 908-988-4191
- Latest filing: 2025-03-19
- Regulatory AUM: $37.0M
- Non-discretionary AUM: $37.0M
- Clients: 1
- Accounts: 73

## Business model

- Compensation: % of AUM
- Clients served: Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305790/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305790/similar
- Related entities: https://search.stillhousedata.com/firm/305790/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305790

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.