199 Broad Street
Red Bank, New Jersey 07701
Tel: (732) 542-1565
SMALLWOOD WEALTH MANAGEMENT, formally registered with the SEC as SMALLWOOD WEALTH MANAGEMENT. The firm was established in 06/16/2017. They have over 1 offices throughout the country.
SMALLWOOD WEALTH MANAGEMENT is a Red Bank, New Jersey based Financial Planning firm with nearly $262,572,352 assets under management, offering retirement planning & investment advisory services to 874 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 288663 |
SEC# | 801-110658 |
Assets Managed by Firm | $262,572,352 |
No. of Clients | 874 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 874 | $262,572,352 |
Individuals (other than high net worth individuals) | 276 | $56,997,692 |
High net worth individuals | 96 | $178,231,310 |
Pension and profit sharing plans | 1 | $10,250 |
Charitable organizations | 2 | $2,125,302 |
Corporations or other businesses | 4 | $25,207,798 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,014,741,753,029 | 1021 | 1705 | |
$702,387,082,915 | 1093486 | 12701 | |
$691,908,159,462 | 1840565 | 61 | |
$499,516,358,508 | 637 | 925 | |
$458,191,510,749 | 46332 | 1483 |
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