LAKEWOOD FINANCIAL GROUP, LLC

LAKEWOOD FINANCIAL GROUP, LLC is an SEC-registered investment adviser (CRD 339568). Regulatory assets under management: $81.1M.

Registration

• CRD: 339568
• Type: Registered investment adviser
• Phone: 724-989-2142
• Latest filing: 2026-06-25
• Regulatory AUM: $81.1M
• Discretionary AUM: $81.1M
• Clients: 3
• Accounts: 116

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 339568 on SEC IAPD (source of record)
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