SMALLWOOD FINANCIAL GROUP LLC

SMALLWOOD FINANCIAL GROUP LLC of SUMMIT, NJ is an SEC-registered investment adviser (CRD 305790). Regulatory assets under management: $37.0M.

Registration

• CRD: 305790
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305790 on SEC IAPD (source of record)
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