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Todd J Mick

LAKEWOOD ASSET MANAGEMENT, LLC·NAPERVILLE, Illinois
Unclaimed Profile
225 W JEFFERSON AVENUE, SUITE 102, NAPERVILLE, IL 60540CRD# 4942159Firm CRD# 174887
01

About

Todd J Mick is a registered financial advisor based in NAPERVILLE, Illinois, affiliated with LAKEWOOD ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
LAKEWOOD ASSET MANAGEMENT, LLC
LAKEWOOD ASSET MANAGEMENT, LLC
AUM
$208M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at LAKEWOOD ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4942159
Firm CRD# 174887
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Todd J Mick offer?
Todd J Mick specializes in Investment Management, Fee-Only Advisory. Contact their office in NAPERVILLE, Illinois for a consultation.
What are Todd J Mick's credentials?
Todd J Mick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd J Mick located?
Todd J Mick is based in NAPERVILLE, Illinois, working with LAKEWOOD ASSET MANAGEMENT, LLC. Their office serves clients in the NAPERVILLE metropolitan area and surrounding communities.
How does Todd J Mick charge for services?
Todd J Mick's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAKEWOOD ASSET MANAGEMENT, LLC?
LAKEWOOD ASSET MANAGEMENT, LLC has approximately 4 employees and manages $208M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
CHICAGO GuideOAK BROOK GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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