Overview
Assets Under Management: $298 million
Headquarters: LONG BEACH, CA
High-Net-Worth Clients: 84
Average Client Assets: $2 million
Frequently Asked Questions
GOLDMAN LANCASTER, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #136134), GOLDMAN LANCASTER, INC. is subject to fiduciary duty under federal law.
GOLDMAN LANCASTER, INC. is headquartered in LONG BEACH, CA.
GOLDMAN LANCASTER, INC. serves 84 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, GOLDMAN LANCASTER, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
GOLDMAN LANCASTER, INC. manages $298 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, GOLDMAN LANCASTER, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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