LAKEWOOD FINANCIAL PLANNING, INC.
CRD #129719 SEC #801-63253 BRENTWOOD, TN 615-324-1220
SEC Registered
Total AUM
$550K
Discretionary
$550K
Employees
5
Clients
0
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2004 | $550K | $550K | $0 | 5 | -- |
DateJun 2004
Total AUM$550K
Discretionary$550K
Non-Disc.$0
Employees5
Clients--