Trustee · L.J. Brey, Inc.
Randall Y. Kam
CRD 6847821 · Named on Form ADV at one SEC-registered adviser
At a glance
L.J. Brey, Inc., an SEC-registered wealth manager with $117 million in regulatory assets, lists Randall Y. Kam on its Form ADV as Trustee.
Firms and roles
- L.J. Brey, Inc.TrusteeWealth manager · United States · $117M in regulatory assets
AtlasMembers
Randall’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Lesley J. BreyPresident/chief Compliance Officer, L.J. Brey, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Randall’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.