Smallwood Financial Group LLC

Smallwood Financial Group LLC (CRD# 305790) is a financial advisory firm headquartered in Summit, NJ. They manage $33,700,000 in 72 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
160 Summit Ave., #203, Summit, NJ 07901
http://www.smallwoodfinancial.com
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $468,056
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Smallwood Financial Group LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kevin Smallwood, financial advisor Summit NJ
Kevin D. Smallwood
CRD#: 4712150
160 Summit Ave., #203, Summit, NJ 07901

Kevin Smallwood (CRD# 4712150) is an Investment Advisor Representative working at Smallwood Financial Group LLC in Summit, NJ and has over 20 years of experience in the finance industry.

2
Luis Portilla, financial advisor Summit NJ
Luis E. Portilla
CRD#: 6462182
160 Summit Ave., #203, Summit, NJ 07901

Luis Portilla (CRD# 6462182) is an Investment Advisor Representative working at Smallwood Financial Group LLC in Summit, NJ and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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