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
http://www.lakewoodcapitalmgmt.org
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • 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
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.
Showing 1 - 1 of 1 top financial advisors.
1
John Pessarra, financial advisor
John L. Pessarra
CRD#: 1214165
,
93
Wealthminder
score

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.

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