RIA Intel›Advisers›New Jersey›SMALLWOOD FINANCIAL GROUP LLC

SMALLWOOD FINANCIAL GROUP LLC

Advisory

SUMMIT, NJ

Data as of Mar 19, 2025 · Source: SEC Form ADV

Average account

$507K

across 73 accounts

AUM per adviser

$37M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2025.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$37M

Discretionary AUM$0

Non-Discretionary AUM$37M

Discretionary %0%

Total Clients73

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

73 clients

The full client-type breakdown and the share of AUM each category represents.

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