Stephen
Lam
Seraphim Capital Management, LLC
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About this Advisor
Stephen Lam is a financial advisor based in Pennsburg, Pennsylvania, working with Seraphim Capital Management, LLC. Stephen has previously held positions at Stephen T. Lam Cpa, Mid Atlantic Capital Corporation, Northwest Nj Associates, Heart To Heart Hospice, Real Page Inc, Woodbury Financial Services Inc, and Seraphim Capital Management. Stephen has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, Stephen is part of Seraphim Capital Management, LLC, which operates out of Pennsburg, Pennsylvania. The firm has 3 offices and 3 employees. The firm manages assets totaling $48.8 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Seraphim Capital Management, LLC includes asset-based, hourly, and performance-based fees.
Certifications and Registrations
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Seraphim Capital Management, LLC Brokerage Details
$48,831,521
3
168
$290,664
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Stephen Lam Work History
Seraphim Capital Management
Northwest Nj Associates
Stephen T. Lam Cpa
Woodbury Financial Services Inc
Mid Atlantic Capital Corporation
Heart To Heart Hospice
Real Page Inc
Disclosures
Please visit the SEC profile of Stephen Lam to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Seraphim Capital Management, LLC
New York, NY
New York, NY
Morristown, NJ
Pennsburg, PA
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