Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anup? Claim Your ProfileAnup Savla is an Investment Advisor Representative with Lakewood Asset Management, LLC. Anup has been in the industry since 2011 and holds the Series 65 license. Anup is registered to provide investment advice in California. Anup also works at Qualcomm Inc., not investment related, as a Staff Engineer/Manager. Lakewood Asset Management, LLC provides portfolio management for pooled investment vehicles, and has approximately $3,500,000 in regulatory assets under management.
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.
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.
Set rates for specific services, regardless of time or assets managed.
1
2
CA
05/09/2011 - Present
Lakewood Asset Management, LLC (SARATOGA CA)
IA
Issued 04/21/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Anup Savla is the right advisor for you? Invested Better is here to help.
