Question 1

What services does Yen-Wah Lam offer?

Accepted Answer

Yen-Wah Lam specializes in Retirement Planning. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

Question 2

What are Yen-Wah Lam's credentials?

Accepted Answer

Yen-Wah Lam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Question 3

Where is Yen-Wah Lam located?

Accepted Answer

Yen-Wah Lam is based in MINNEAPOLIS, Minnesota, working with CASTLELAKE, L.P.. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

Question 4

How does Yen-Wah Lam charge for services?

Accepted Answer

Yen-Wah Lam's firm is compensated through percentage of aum, performance-based fees, other: servicing fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

Question 5

How large is CASTLELAKE, L.P.?

Accepted Answer

CASTLELAKE, L.P. has approximately 224 employees and manages $26.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Yen-Wah Lam

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