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Peter David Lamm

FENWAY PARTNERS, LLC·WESTERLY, Rhode Island
Unclaimed Profile
108 AIRPORT ROAD - SUITE 103, WESTERLY, RI 02891CRD# 6025678Firm CRD# 160630
01

About

Peter David Lamm is a registered financial advisor based in WESTERLY, Rhode Island, affiliated with FENWAY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
FENWAY PARTNERS, LLC
FENWAY PARTNERS, LLC
AUM
$414M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FENWAY PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: CARRIED INTEREST PAID TO FUNDS GENERAL PARTNER/MANAGING PARTNER
Regulatory
SEC/IARD CRD# 6025678
Firm CRD# 160630
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter David Lamm offer?
Peter David Lamm specializes in Retirement Planning. Contact their office in WESTERLY, Rhode Island for a consultation.
What are Peter David Lamm's credentials?
Peter David Lamm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter David Lamm located?
Peter David Lamm is based in WESTERLY, Rhode Island, working with FENWAY PARTNERS, LLC. Their office serves clients in the WESTERLY metropolitan area and surrounding communities.
How does Peter David Lamm charge for services?
Peter David Lamm's firm is compensated through percentage of aum, other: carried interest paid to funds general partner/managing partner. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FENWAY PARTNERS, LLC?
FENWAY PARTNERS, LLC has approximately 3 employees and manages $414M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Rhode Island
PROVIDENCE (133)SMITHFIELD (23)NEWPORT (12)WARWICK (11)WEST WARWICK (9)
City Guides
PROVIDENCE GuideSMITHFIELD GuideNEWPORT GuideWARWICK GuideWEST WARWICK Guide
Research
Advisor Fees in Rhode IslandNational Fee Analysis
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