MATTHEW H. LAM, CPA

LAM, MATTHEW HUNG TRINH

CRD 298893

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

1 total employees; 1 advisory reps

Clients

—

Fees

$600 FOR EACH $100,000 OR PART OF $100,000 OF ASSETS UNDER MGMT

Org form

Sole Proprietorship

Filing date

2025-01-16

Disciplinary history

Services

Portfolio management (individuals)

Official SEC filing: View on IAPD