Smallwood Wealth Investment Management LLC

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CAFR Data
Smallwood Wealth Investment Management LLC
CRD #288663
SEC #801-110658
CIK #
AUM $111.5 MM (100% Disc, 100% US)
Employees3 (100% Investors, 67% Brokers)
Phone732-542-1565
Address199 Broad Street
Red Bank, NJ 07701
Source [IAPD] [Website]
Total AUM ($MM)
13510881542702011201420172020
Comparable Firms State AUM ($BB)
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WA 0.1
Objective Capital Management LLC
OH 0.1
Agave Advisors SA
0.1
Verdant LLC
AK 0.1
CCI Financial Group Inc
OH 0.1
Morton Brown Family Wealth LLC
PA 0.1
Radix Financial LLC
OK 0.1
Oakmont Investment Advisors Inc
PA 0.1
Higley James W
NJ 0.1
Security Federal Savings Bank of McMinnville TN
TN 0.1
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