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Building 2LAKEWOOD ASSET MANAGEMENT, LLC

Map pinNAPERVILLE, IL
Phone312-543-1772
NotebookSEC #801-113632
Total AUM
$248.7M
Employees
5
Clients
156

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 W JEFFERSON AVENUE, SUITE 102
NAPERVILLE
IL 60540
United States
Operating Hours
8:00AM-4:00PM
Monday - Friday
Phone
312-543-1772
Other Offices
3

ReceiptFinancials

Total AUM
$248.7M
Accounts
365
Discretionary
$228.7M
Accounts
355
Non-Discretionary
$20M
Accounts
10

ContactClients

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Individual Clients
85
AUM
$23M
HNW Individual Clients
70
AUM
$224.5M
Charitable Organization Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILLANETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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