LAKEWOOD ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- NAPERVILLE, Illinois
- CRD number
- 174887
- Registered since
- July 19, 2018
- Website
- www.lakewoodasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.28%
- Individuals9.26%
- Charitable Organizations0.46%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lakewood Asset Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2018. The firm serves both individual and family clients as well as institutional clients, delivering financial planning and portfolio management services with a fee model that combines a percentage of assets under management and fixed fees. The firm's snapshot flags it as a domestic entity/individual ownership structure and indicates it is not classified as an active ESG investor or a pension consultant. The snapshot also lists “Multi State Adviser: No,” even though office location data (below) shows operations in more than one state.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds27%
- US Government Bonds4%
- Cash & Cash Equivalents3%
Contacts
3 of 4TODD MICK
Founder & Managing PartnerCRD 4942159
BROOKS CALL
Managing PartnerCRD 2735054
Catherine Lannan
Investment AdvisorCRD 7459604
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NAPERVILLE, IL
DU PAGE
Location
NAPERVILLE, IL
Headquartered in NAPERVILLE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- DU PAGE
- Address
- 225 W Jefferson Ave
- Time zone
- CT (UTC-6)
- Office locations
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