Lakewood Capital Management, Inc.
Lakewood Capital Management, Inc. (CRD# 115328) is a financial advisory firm headquartered in , . They manage $2,900,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Lakewood Capital Management, Inc.
By the Numbers
-
Total Assets Under Management3MILLION
-
Total Number of Accounts30ACCOUNTS
-
Average Account Value$96,667
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

Registered Investment Advisor
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.
TX
Financial Advisors at Lakewood Capital Management, Inc.
1
John Pessarra (CRD# 1214165) is an Investment Advisor Representative working at Lakewood Capital Management, Inc. in , and has over 22 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.