Goldman Lancaster, Inc.
● SEC registered since 2013CRD 136134SEC# 801-78300Long Beach, CA
Reg. AUM
$360.5M
Employees
5
Accounts
752
Location
Long Beach, CA
Goldman Lancaster, Inc. assets under management
Goldman Lancaster, Inc. operates as an SEC-registered investment adviser based in Long Beach, CA. The firm has been registered since 2013. It reports $360.5 million in regulatory assets under management and employs 5 people.
Goldman Lancaster, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Reagan Lancaster Control | Vice President | 50-75% | 1994 |
| Glenn Robert Goldman Control | President & Chief Compliance Officer | 50-75% | 1994 |
Frequently asked questions
How much does Goldman Lancaster, Inc. manage?
Goldman Lancaster, Inc. reports $360.5 million in regulatory assets under management on its Form ADV.
How many employees does Goldman Lancaster, Inc. have?
Goldman Lancaster, Inc. reports 5 employees.
Where is Goldman Lancaster, Inc. located?
Goldman Lancaster, Inc. is based in Long Beach, CA and has been SEC-registered since 2013.
Does Goldman Lancaster, Inc. disclose fund performance?
Goldman Lancaster, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 301 East Ocean Blvd., Suite 1150, Long Beach, CA 90802 |
| Phone | 562-432-0234 |
| Fax | 562-432-0221 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$360.5M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$360.5Mregulatory AUM
Discretionary $336MNon-discretionary $24.5M