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GOLDMAN LANCASTER, INC.
CRD 136134File 801-78300
APPROVED
Retail clients
Filing as of Apr 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$360.5M
Below cohort median (national)
Discretionary AUM
$336.0M
Non-discretionary $24.5M
Clients
382
752 accounts
Employees
5
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 10, 2013
- Principal office
- 301 EAST OCEAN BLVD., SUITE 1150, LONG BEACH, CA, 90802
- Phone
- 562-432-0234
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $360.5M
- Discretionary AUM
- $336.0M
- Non-discretionary AUM
- $24.5M
- Discretionary accounts
- 742
- Non-discretionary accounts
- 10
- Total accounts
- 752
- AUM per client
- $944K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 84 | $219.3M |
| Pension and profit sharing plans | 2 | $2.2M |
| Individuals (other than high net worth individuals) | 296 | $114.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 392 | 382 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.