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Building 2GOLDMAN LANCASTER, INC.

Map pinLONG BEACH, CA
Phone562-432-0234
NotebookSEC #801-78300
Total AUM
$360.5M
Employees
5
Clients
392

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 EAST OCEAN BLVD.
SUITE 1150
LONG BEACH
CA 90802
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
562-432-0234

ReceiptFinancials

Total AUM
$360.5M
Accounts
752
Discretionary
$336M
Accounts
742
Non-Discretionary
$24.5M
Accounts
10

ContactClients

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Individual Clients
296
AUM
$114.5M
HNW Individual Clients
84
AUM
$219.3M
Pension/Profit Sharing Plan Clients
2
AUM
$2.2M
Other Clients
10
AUM
$24.5M
Description of Other Clients
3(21) QP PLAN CLIENTS

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOILLANVTXWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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