← Back to searchVisit website
SMALLWOOD FINANCIAL GROUP LLC
CRD 305790
160 SUMMIT AVE., #203, SUMMIT, NJ, 07901, United States
Phone
908-988-4191
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$37.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2025-03-19
Disciplinary history
No
Services
Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 73 | $37.0M |
All web addresses on file
Official SEC filing: View on IAPD