The Lam Group, Inc.

The Lam Group, Inc. (CRD# 128055) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $355,866,593 in 276 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
P.o. Box 850, Lake Oswego, OR 97034
https://www.thelamgroup.com/
By the Numbers
  • Total Assets Under Management
    356
    MILLION
  • Total Number of Accounts
    276
    ACCOUNTS
  • Average Account Value
    $1,289,372
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
The map below shows states where this firm has explicit registration only.

CA, NJ, OR, TX, WA

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

Nelson Lam (CRD# 1759997) is an Investment Advisor Representative working at The Lam Group, Inc. in Lake Oswego, OR and has over 33 years of experience in the finance industry.

2
Bettina Lee, financial advisor Lake Oswego OR
Bettina S. Lee
CRD#: 1901588
Lake Oswego, OR

Bettina Lee (CRD# 1901588) is an Investment Advisor Representative working at The Lam Group, Inc. in Lake Oswego, OR and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals