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THE LAM GROUP, INC.
CRD 128055 · SEC 801-62544
CA, United States
Phone
503-730-9345
Fax
503-210-9344
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$507.4M
Discretionary AUM
$415.8M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-23
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 54 | $485.8M |
| Pension/profit sharing plans | 7 | $16.6M |
| Charitable organizations | 19 | $4.3M |
States served
CA, NJ, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD