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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: DIAGRAM CORPORATIONCRD Number: 312543Annual Amendment All SectionsRev.
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Visit the Lakewood Asset Management LLC website or obtain a blank application form.
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Lakewood Asset Management LLC is an investment management firm that provides financial services and asset management solutions to its clients.
Typically, individuals or entities that are owners or investors in the LLC are required to file necessary documents with the state or federal agencies.
Filling out forms for Lakewood Asset Management LLC involves gathering required information about the business structure, ownership, and financials, and submitting it according to designated guidelines.
The purpose of Lakewood Asset Management LLC is to manage investment portfolios and provide financial advice to optimize asset performance for its clients.
Information that must be reported includes ownership details, financial statements, investment strategies, and any changes in management or operations.
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