Smallwood Wealth Management

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

199 Broad St, Red Bank, New Jersey, 0770...

Phone Number

(732) 542-1565

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
2
1
1
1
1

About Smallwood Wealth Management

Smallwood Wealth Management specializes in providing tailored financial planning, tax strategies, investment planning, retirement planning, and business support services. With a focus on minimizing risk and taxes while growing wealth, they aim to help clients achieve financial independence. Their target clients include individuals and families seeking comprehensive financial guidance and businesses looking for strategic financial support. The firm prides itself on building strong relationships with clients, ensuring accessibility, and adapting to their evolving financial needs.Explore more
Smallwood Wealth Management's Social MediaPopular SearchesSmallwood Wealth ManagementSmallwood Wealth Investment Management LLCHarry Smallwood & Associates IncSmallwood Capital Managementcom SmallwoodWealthManagementSIC Code 62,628NAICS Code 52,523Show more

Smallwood Wealth Management Org Chart

PhoneEmail
JM
United States flag for contact location.

Director, Marketing

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Smallwood Wealth Manageme...

<$5M
1-10
Private
-
1979
JM
Jen MoloneyDirector, Marketing
<$5M
11-50
Private
-
2013
PC
Poonnasa CornChief Operating Officer
<$5M
1-10
Private
-
-
AV
Andrea ViolaManager, Business Operations
<$5M
11-50
Private
-
2012
AW
Amanda WurtzClient Relationship Manager
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
DE
David EissmanOwner and President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Smallwood Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Smallwood Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Smallwood Wealth Management.

Smallwood Wealth Management Tech Stack

A closer look at the technologies used by Smallwood Wealth Management

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Frequently Asked Questions Regarding Smallwood Wealth Management

What is Smallwood Wealth Management's official website?
Smallwood Wealth Management's official website is www.smallwoodassociates.com
What is Smallwood Wealth Management's Revenue?
Smallwood Wealth Management's revenue is <$5 Million
What is Smallwood Wealth Management's SIC code?
Smallwood Wealth Management's SIC: 62,628
What is Smallwood Wealth Management's NAICS code?
Smallwood Wealth Management's NAICS: 52,523
How many employees does Smallwood Wealth Management have?
Smallwood Wealth Management has 1-10 employees
What industry does Smallwood Wealth Management belong to?
Smallwood Wealth Management is in the industry of: Finance, Securities Trading
What is Smallwood Wealth Management competition?
Smallwood Wealth Management top competitors include: Compass Retirement Solutions, Stratos Wealth Advisors, Eissman Wealth Management, Financial Strategies Group
What technology does Smallwood Wealth Management use?
Some of the popular technologies that Smallwood Wealth Management uses are: Google Cloud Web Serving, Google Cloud Platform
How do I contact Smallwood Wealth Management?
Smallwood Wealth Management contact info: Phone number: (732) 542-1565 Website: www.smallwoodassociates.com
What does Smallwood Wealth Management do?

Smallwood Wealth Management specializes in providing tailored financial planning, tax strategies, investment planning, retirement planning, and business support services. With a focus on minimizing risk and taxes while growing wealth, they aim to help clients achieve financial independence. Their target clients include individuals and families seek... ing comprehensive financial guidance and businesses looking for strategic financial support. The firm prides itself on building strong relationships with clients, ensuring accessibility, and adapting to their evolving financial needs.Read More

What are Smallwood Wealth Management social media links?
Smallwood Wealth Management Linkedin page Smallwood Wealth Management Twitter page Smallwood Wealth Management Facebook page
Is Smallwood Wealth Management a public company?
Smallwood Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Smallwood Wealth Management

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