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Lakewood Asset Management, LLC

Headquartered in SARATOGA, CA

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Firm Information

Lakewood Asset Management, LLC is an investment advisor registered with the SEC. The firm manages approximately $3.5 million in assets for 20 clients, primarily individuals other than high net worth. Lakewood Asset Management specializes in portfolio management for pooled investment vehicles.

Lakewood Asset Management, LLC

$3.50M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

Branch Locations (1)

LAKEWOOD ASSET MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

SARATOGA, CA

Advisors at Lakewood Asset Management, LLC

View All 1 Advisors
Unclaimed
Anup Savla

RA

SARATOGA, CA

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Disclosures

There are no public disclosures for Lakewood Asset Management, LLC.

Frequently Asked Questions (6)

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