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LAKEWOOD FINANCIAL GROUP, LLC

CRD 339568

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$81.1M

Discretionary AUM

$81.1M

Team

3 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-05-15

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals13$5.4M
High net worth individuals24$75.7M

All web addresses on file

Official SEC filing: View on IAPD