# THE LAM GROUP, INC.

THE LAM GROUP, INC. is an SEC-registered investment adviser.

## Registration

- CRD: 128055
- Type: SEC-registered investment adviser
- SEC file number: 801-62544
- Phone: 503-730-9345
- Latest filing: 2026-02-23
- Regulatory AUM: $507.4M
- Discretionary AUM: $415.8M
- Non-discretionary AUM: $91.6M
- Clients: 2
- Accounts: 270

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Nelson Jen-Wei Lam | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Bettina Sarah Lee | CHIEF OPERATING OFFICER | — |
| LAM NELSON JEN WEI | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| LEE BETTINA SARAH | CHIEF OPERATING OFFICER | — |
| LAM NELSON JEN-WEI | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128055/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128055/similar
- Related entities: https://search.stillhousedata.com/firm/128055/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128055

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.