The Lam Group, Inc.

The Lam Group, Inc. (CRD# 128055) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $251,100,000 in 303 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    251
    MILLION
  • Total Number of Accounts
    303
    ACCOUNTS
  • Average Account Value
    $828,713
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NH, NJ, OR, TX, WA

Financial Advisors at The Lam Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Nelson J. Lam
CRD#: 1759997
Lake Oswego, OR
93
Wealthminder
score

Nelson Lam (CRD# 1759997) is an Investment Advisor Representative working at The Lam Group, Inc. in Lake Oswego, OR and has over 26 years of experience in the finance industry.

2
Bettina S. Lee
CRD#: 1901588
Lake Oswego, OR
93
Wealthminder
score

Bettina Lee (CRD# 1901588) is an Investment Advisor Representative working at The Lam Group, Inc. in Lake Oswego, OR and has over 26 years of experience in the finance industry.

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