Lakewood Capital Management, Inc.

Lakewood Capital Management, Inc. (CRD# 115328) is a financial advisory firm headquartered in Katy, TX. They manage $4,775,816 in 69 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1251 Pin Oak Rd, Suite 131 - #210, Katy, TX 77494
http://www.lakewoodcapitalmgmt.org
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $69,215
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 Katy TX
John L. Pessarra
CRD#: 1214165
1251 Pin Oak Rd, Suite 131 - #210, Katy, TX 77494
93
Wealthminder
score

John Pessarra (CRD# 1214165) is an Investment Advisor Representative working at Lakewood Capital Management, Inc. in Katy, TX and has over 21 years of experience in the finance industry.

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