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Home > Retirement Planners > illinois > naperville > LAKEWOOD ASSET MANAGEMENT, LLC
LAKEWOOD ASSET MANAGEMENT, LLC
225 W Jefferson Avenue, Suite 102
Naperville, Illinois 60540
Tel: 312-543-1772
About LAKEWOOD ASSET MANAGEMENT, LLC
LAKEWOOD ASSET MANAGEMENT, LLC, formally registered with the SEC as LAKEWOOD ASSET MANAGEMENT, LLC. The firm was established in 07/19/2018. They have over 4 offices throughout the country.
LAKEWOOD ASSET MANAGEMENT, LLC is a Naperville, Illinois based Financial Planning firm with nearly $208,427,448 assets under management, offering retirement planning & investment advisory services to 328 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174887 |
| SEC# | 801-113632 |
| Assets Managed by Firm | $208,427,448 |
| No. of Clients | 328 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 328 | $208,427,448 |
| Individuals (other than high net worth individuals) | 77 | $17,300,438 |
| High net worth individuals | 67 | $190,098,378 |
| Charitable organizations | Fewer than 5 clients | $1,028,632 |
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