Lakewood Financial Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 339568
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.3%
- Individuals6.7%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Lakewood Financial Group, LLC is an independent, owner-operated registered investment adviser that serves individuals and families on a fee basis tied to assets under management. The firm provides financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. It markets itself as a capital allocator, meaning it places client capital with third-party managers in addition to managing portfolios directly. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Derivatives7%
- Exchange Traded Equities5%
- Private Funds3%
- US Government Bonds1%
Owners & executives
1 of 1
Alexander Lippitt
Chief Financial OfficerCRD 7610217
Contacts
2 of 2
Jonathan Kline
Managing PartnerCRD 5769339
Panos Grivakis
Managing Director, Investment Advisor RepresentativeCRD 4825403
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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