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Building 2SMALLWOOD WEALTH MANAGEMENT

Map pinRED BANK, NJ
Phone(732) 542-1565
NotebookSEC #801-110658
Total AUM
$339M
Employees
12
Clients
458

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
199 BROAD STREET
RED BANK
NJ 07701
United States
Operating Hours
8:00 AM-5:00 PM
Monday - Friday
Phone
(732) 542-1565

ReceiptFinancials

Total AUM
$339M
Accounts
1,119
Discretionary
$339M
Accounts
1,119
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
331
AUM
$104.2M
HNW Individual Clients
110
AUM
$196.1M
Pension/Profit Sharing Plan Clients
3
AUM
$2.1M
Charitable Organization Clients
3
AUM
$2.4M
Corporation or Business Clients
11
AUM
$34.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCNHNJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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