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THE LAM GROUP, INC.

· CRD 128055 · IAPD ↗ · thelamgroup.com · 503-730-9345

$507.4MRegulatory AUM
2Advisory reps
2Employees
2Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — THE LAM GROUP, INC. crossed $500M in regulatory AUM ($388.3M -> $507.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.