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, SEC-registered investment adviser formed as an LLC in 2018 that provides fee-based wealth management and financial planning. Its client mix includes individuals and families as well as some institutional relationships. The firm charges both a percentage-of-AUM fee and fixed fees, and its core advisory activities emphasize financial planning and portfolio management for individuals and small businesses. Lakewood reports it does not position itself as an active ESG investor.
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 4
Todd Mick
Founder & Managing PartnerCRD 4942159
Brooks Call
Managing PartnerCRD 2735054
Michael Lannan
Investment Adviser RepresentativeCRD 2028037
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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