John L. Smallwood, Sr Investment Trust is listed as Member at Smallwood Wealth Investment Management, LLC in Red Bank, NJ. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Smallwood Wealth Investment Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does John L. Smallwood, Sr Investment Trust work?
John L. Smallwood, Sr Investment Trust is listed as Member at Smallwood Wealth Investment Management, LLC on SEC Form ADV.
How much of Smallwood Wealth Investment Management, LLC does John L. Smallwood, Sr Investment Trust own?
Form ADV reports a beneficial ownership band of Over 75%.