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LAKEWOOD ASSET MANAGEMENT, LLC
CRD 174887 · SEC 801-113632
225 W JEFFERSON AVENUE, SUITE 102, NAPERVILLE, IL, 60540, United States
Phone
312-543-1772
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$248.7M
Discretionary AUM
$228.7M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 85 | $23.0M |
| High net worth individuals | 70 | $224.5M |
| Charitable organizations | 1 | $1.2M |
States served
IL, LA, NE, TX
All web addresses on file
Official SEC filing: View on IAPD