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SMALLWOOD WEALTH MANAGEMENT
Tel: (732) 542-1565
199 Broad Street Red Bank, New Jersey 07701
SMALLWOOD WEALTH MANAGEMENT
SMALLWOOD WEALTH MANAGEMENT is a Red Bank, New Jersey based financial advisory firm with nearly $262,572,352 in assets under management and provides investment advisory services for 874 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
288663
SEC#:
801-110658
No. of Clients:
874
Assets under Management
$262,572,352
No. of Advisors:
8
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