Luis Portilla is a registered investment advisor at Smallwood Financial Group LLC, based in Summit, NJ, with 4 years of industry experience. Luis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 73 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Smallwood Financial Group (SFG) charges a fee based on the value of the client's assets under management. The specific fee is detailed in each client's agreement.
Location
160 Summit Ave., #203, Summit, NJ, 07901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Smallwood Financial Group LLC
State Registrations1 state
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