Overview
Assets Under Management: $298 million
Headquarters: LONG BEACH, CA
High-Net-Worth Clients: 84
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.01
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 412
Discretionary Accounts: 401
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 136134
Last Filing Date: 2024-03-29 00:00:00
Website: https://goldmanlancaster.com