Lakewood Asset Management, LLC

Lakewood Asset Management, LLC (CRD# 156858) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.lakewoodam.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lakewood Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Anup Savla, financial advisor Santa Clara CA
Anup Savla
CRD#: 5896817
Santa Clara, CA
93
Wealthminder
score

Anup Savla (CRD# 5896817) is an Investment Advisor Representative working at Lakewood Asset Management, LLC in Santa Clara, CA and has over 7 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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