GOLDMAN LANCASTER, INC.

RIASEC RegisteredEst. 2013

Total AUM

$361M

Discretionary

$336M

93% of AUM

Avg account

$479K

Accounts

752

Employees

Advisory reps

Firm details

Headquarters: LONG BEACH, California
CRD number: 136134
Registered since: July 10, 2013
Website: www.goldmanlancaster.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI60.83%
Individuals31.76%
Other6.79%
Pension & Profit Sharing Plans0.62%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Goldman Lancaster, Inc. is an independent, owner-operated registered investment adviser that has been SEC-registered since 2013. The firm serves both individual/family and institutional clients and bills using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Its ADV lists core advisory services as financial planning, portfolio management for individuals and small businesses, and pension consulting services. Goldman Lancaster does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.