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GOLDMAN LANCASTER, INC.
CRD 136134 · SEC 801-78300
301 EAST OCEAN BLVD., SUITE 1150, LONG BEACH, CA, 90802, United States
Phone
562-432-0234
Fax
562-432-0221
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$360.5M
Discretionary AUM
$336.0M
Team
5 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 296 | $114.5M |
| High net worth individuals | 84 | $219.3M |
| Pension/profit sharing plans | 2 | $2.2M |
States served
AZ, CA, CO, IL, LA, NV, WA, TX
All web addresses on file
Official SEC filing: View on IAPD