The Lam Group, Inc.
The Lam Group, Inc. is an SEC-registered ria with $507.4M assets under management (AUM, regulatory AUM), +43% over one year. See who owns The Lam Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 128055, SEC 801-62544, data through 2026-02-23.
- AUM (assets under management / regulatory AUM)
- $507.4M (2026-02-23)
- Firm type
- Ria
- Employees
- 2
- Clients
- 80
- CRD
- 128055
- Ownership
- LAM, NELSON, JEN WEI; LEE, BETTINA, SARAH; LAM, NELSON, JEN-WEI
How much AUM does The Lam Group, Inc. have?
The Lam Group, Inc. reported $507.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-23).
Who owns The Lam Group, Inc.?
Disclosed owners and executives of The Lam Group, Inc. include LAM, NELSON, JEN WEI, LEE, BETTINA, SARAH, LAM, NELSON, JEN-WEI. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.