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LAKEWOOD ASSET MANAGEMENT, LLC

Tel: 312-543-1772
225 W Jefferson Avenue, Suite 102
Naperville, Illinois  60540

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LAKEWOOD ASSET MANAGEMENT, LLC

LAKEWOOD ASSET MANAGEMENT, LLC is a Naperville, Illinois based financial advisory firm with nearly $208,427,448 in assets under management and provides investment advisory services for 328 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

174887

SEC#:

801-113632

No. of Clients:

328

Assets under Management

$208,427,448

No. of Advisors:

4

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