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Building 2THE LAM GROUP, INC.

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Phone503-730-9345
NotebookSEC #801-62544
Total AUM
$507.4M
Employees
2
Clients
81

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:30AM - 2:30PM
Monday - Friday
Phone
503-730-9345

ReceiptFinancials

Total AUM
$507.4M
Accounts
270
Discretionary
$415.8M
Accounts
252
Non-Discretionary
$91.6M
Accounts
18

ContactClients

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Individual Clients
1
AUM
$720K
HNW Individual Clients
54
AUM
$485.8M
Pension/Profit Sharing Plan Clients
7
AUM
$16.6M
Charitable Organization Clients
19
AUM
$4.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANJORTXWA

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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