$507.4M Total AUM
$415.8M Disc. AUM
16.2% 3Y CAGR
2 Employees
82 ADV. Clients
22 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Deutsche Bank · Fidelity/NFS · JP Morgan · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-13-2003
- Office Locations
- 1
Office Locations
-- Lake Oswego OR
About THE LAM Group, Inc.
The Lam Group, Inc. is an SEC-registered RIA in Lake Oswego, Oregon, providing tax-aware portfolio design and investment management for taxable high-net-worth individuals, plus consulting for foundations, endowments, and select institutions. The firm emphasizes asset allocation, investment manager research and selection, and minimizing taxes and transaction costs.
Team overview
63 AVG AGE
$253.7M AVG AUM / ADVISOR
$6.2M AVG AUM / CLIENT
19.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
NELSON JEN-WEI LAM
Chief Compliance Officer, Founder & President
- CRD
- #1759997
- Ownership
- 50% but less than 75%
Available
Available
Available
BETTINA SARAH LEE
CHIEF OPERATING OFFICER, Managing Director
- CRD
- #1901588
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $415,762,966 | $1,649,853 |
| Non-Discretionary | $91,636,836 | $5,090,935 |
| Total | $507,399,802 | $1,879,259 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing