The Lam Group

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

PO Box 850, Lake Oswego, Oregon, 97034, ...

Phone Number

(503) 635-9344

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About The Lam Group

The Lam Group, Inc. is an SEC-registered investment advisory firm located in Lake Oswego, OR, specializing in investment advice and management for high-net worth individuals, foundations, endowments, and select institutions. They focus on designing and managing investment portfolios tailored to clients' return objectives and risk tolerances. Their investment philosophy emphasizes asset allocation planning, investment manager research and selection, and minimizing taxes and transaction costs. The firm aims to provide comprehensive consulting services to meet the unique financial needs of their clients.Explore more
The Lam Group's Social MediaPopular SearchesThe Lam Group IncLam Group IncThe Lam GroupSIC Code 62,628NAICS Code 52,523Show more

The Lam Group Org Chart

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Chief Executive Officer

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Managing Director & Chief Operating Officer

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President & Chief Investment Officer

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Project Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Lam Group

<$5M
1-10
Private
-
1997
$6.3M
11-50
Private
-
1990
MC
Mary CornpropstChief Financial Officer
<$5M
11-50
Private
<$5M
1992
Jorge Rossell, Founder & Chief Executive Officer at Lynx Investment Advisory
Jorge RossellFounder & CEO
<$5M
11-50
Private
-
1999
SB
Stephen BarrettChairman, CEO
<$5M
1-10
Private
-
2005
James Cheadle, President at Ponderosa Investment Group
James CheadlePresident
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

The Lam Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The Lam Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Lam Group.

The Lam Group Tech Stack

A closer look at the technologies used by The Lam Group

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Frequently Asked Questions Regarding The Lam Group

What is The Lam Group's official website?
The Lam Group's official website is www.thelamgroup.com
What is The Lam Group's Revenue?
The Lam Group's revenue is <$5 Million
What is The Lam Group's SIC code?
The Lam Group's SIC: 62,628
What is The Lam Group's NAICS code?
The Lam Group's NAICS: 52,523
How many employees does The Lam Group have?
The Lam Group has 1-10 employees
What industry does The Lam Group belong to?
The Lam Group is in the industry of: Finance, Securities Trading
What is The Lam Group competition?
The Lam Group top competitors include: Wainwright Investment Counsel, Lynx Investment Advisory, Gerber Taylor, Ponderosa Investment Group
What technology does The Lam Group use?
Some of the popular technologies that The Lam Group uses are: Microsoft Dynamics CRM, Microsoft 365, Sectigo, Microsoft Exchange Online
How do I contact The Lam Group?
The Lam Group contact info: Phone number: (503) 635-9344 Website: www.thelamgroup.com
What does The Lam Group do?

The Lam Group, Inc. is an SEC-registered investment advisory firm located in Lake Oswego, OR, specializing in investment advice and management for high-net worth individuals, foundations, endowments, and select institutions. They focus on designing and managing investment portfolios tailored to clients' return objectives and risk tolerances. Their... investment philosophy emphasizes asset allocation planning, investment manager research and selection, and minimizing taxes and transaction costs. The firm aims to provide comprehensive consulting services to meet the unique financial needs of their clients.Read More

What are The Lam Group social media links?
The Lam Group Linkedin page
Is The Lam Group a public company?
The Lam Group is private company therefore does not currently have an official ticker symbol
See more information about The Lam Group

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