Lakewood Asset Management, LLC

Lakewood Asset Management, LLC (CRD# 156858) is a financial advisory firm headquartered in , . They manage $3,500,000 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $175,000
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, WY

Financial Advisors at Lakewood Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Anup Savla, financial advisor Saratoga CA
Anup Savla
CRD#: 5896817
Saratoga, CA

Anup Savla (CRD# 5896817) is an Investment Advisor Representative working at Lakewood Asset Management, LLC in Saratoga, CA and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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