Smallwood Wealth Investment Management LLC
Legal Name: SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC
199 BROAD STREET, RED BANK, NJ
(732) 542-1565
https://smallwoodassociates.com
Frequently Asked Questions (FAQ)
Full Contact Details
Smallwood Wealth Investment Management LLC
199 BROAD STREET, RED BANK, NJ
(732) 542-1565
(732) 389-0488
Other Info
Smallwood Wealth Investment Management LLC is a registered NJ Limited Liability Company, serving 35 clients with its two employees working in advisory roles. The SEC has approved its registration on June 16, 2017.
Wealth Management & Financial Planning from Smallwood Wealth
Our clients choose Smallwood Wealth because they want a big picture approach to wealth management, looking at all the aspects of their plan.
Direct Owners
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JOHN L. SMALLWOOD, SR INVESTMENT TRUST
MEMBER owns 75% or more
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JOHN LEWIS SMALLWOOD
CHIEF COMPLIANCE OFFICER owns less than 5%