Lakewood Asset Management, LLC
Lakewood Asset Management, LLC (CRD# 156858) is a financial advisory firm headquartered in , . They manage $3,500,000 in 20 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Lakewood Asset Management, LLC
By the Numbers
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Total Assets Under Management4MILLION
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Total Number of Accounts20ACCOUNTS
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Average Account Value$175,000
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, WY
Financial Advisors at Lakewood Asset Management, LLC
1
Anup Savla (CRD# 5896817) is an Investment Advisor Representative working at Lakewood Asset Management, LLC in Saratoga, CA and has over 13 years of experience in the finance industry.
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