THE LAM GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$507,399,802
Discretionary
$415,762,966
Non-discretionary
$91,636,836
Firm details
- CRD number
- 128055
- SEC file number
- 801-62544
- Employees
- 2
- SEC status
- Approved
- Website
- https://www.thelamgroup.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.