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- Custodian
- Altruist · American Funds · Truist Bank
- Clients
- Retail
- Platforms
- Timber elementPrime beacon +more
- Established Date
- 08-14-2023
- Office Locations
- 1
Office Locations
About Lamb Retirement Solutions LLC
Lamb Retirement Solutions, LLC is a New York-registered investment adviser offering retirement planning and ongoing investment management, plus insurance, estate, tax, and education planning. The firm emphasizes a defined planning process and provides an initial assessment. Investment implementation is primarily through public funds/mutual funds with some ETF use; reported custodians include Altruist.
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Owner & Executives
James Patrick Lamb
Chief Compliance Officer, Investment Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #4409526
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,066,223 | -- |
| Total | $3,066,223 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,066,223
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $874,784,777 | 47.5% |
| Equity - Exchange | $966,867,385 | 52.5% |
| Total | $1,841,652,162 | 100.0% |