LAMB RETIREMENT SOLUTIONS LLC

LAMB RETIREMENT SOLUTIONS LLC is an SEC-registered investment adviser (CRD 327981). Regulatory assets under management: $3.1M.

Registration

• CRD: 327981
• Type: Registered investment adviser
• Phone: 917-702-5076
• Latest filing: 2026-02-16
• Regulatory AUM: $3.1M
• Non-discretionary AUM: $3.1M
• Clients: 1
• Accounts: 42

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327981 on SEC IAPD (source of record)
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