THE LAM GROUP, INC.

THE LAM GROUP, INC. is an SEC-registered investment adviser (CRD 128055). Regulatory assets under management: $507.4M.

Registration

• CRD: 128055
• SEC file number: 801-62544
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 128055 on SEC IAPD (source of record)
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