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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001921304-24-000002
Filing Date
2024-04-25
Accepted
2024-04-24 17:50:56
Documents
2
Period of Report
2024-03-31
Effectiveness Date
2024-04-25

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2132
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 31118
  Complete submission text file 0001921304-24-000002.txt   34443
Mailing Address 199 BROAD STREET RED BANK NJ 07701
Business Address 199 BROAD STREET RED BANK NJ 07701 732-542-1565
Smallwood Wealth Investment Management, LLC (Filer) CIK: 0001921304 (see all company filings)

IRS No.: 821589693 | State of Incorp.: NJ | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-22400 | Film No.: 24872142