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).
Total Assets Under Management5MILLION
Total Number of Accounts69ACCOUNTS
Average Account Value$69,215
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
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.