SMALLWOOD FINANCIAL GROUP LLC
Firm details
- Headquarters
- SUMMIT, New Jersey
- CRD number
- 305790
- Website
- www.smallwoodfinancial.com
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Smallwood Financial Group LLC operates as a limited liability company focused on providing investment advisory services primarily to institutional clients. The firm is not classified under any specific category, which reflects its diverse approach to investment management. Its business activities include acting as an insurance broker, while its advisory services center around pension consulting. The firm does not engage in active ESG investing and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
1 of 1Kevin Smallwood
President, CIOCRD 4712150
Contacts
1 of 1LUIS PORTILLA
Financial AdvisorCRD 6462182
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SUMMIT, NJ
UNION
Location
SUMMIT, NJ
Headquartered in SUMMIT, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- UNION
- Address
- 160 Summit Ave
- Time zone
- ET (UTC-5)
- Office locations
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