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Home > Retirement Planners > california > long beach > GOLDMAN LANCASTER, INC.
GOLDMAN LANCASTER, INC.
301 East Ocean Blvd.
Suite 1150
Long Beach, California 90802
Tel: 562-432-0234
About GOLDMAN LANCASTER, INC.
GOLDMAN LANCASTER, INC, formally registered with the SEC as GOLDMAN LANCASTER, INC. The firm was established in 07/10/2013. They have over 1 offices throughout the country.
GOLDMAN LANCASTER, INC. is a Long Beach, California based Financial Planning firm with nearly $298,438,973 assets under management, offering retirement planning & investment advisory services to 412 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 136134 |
| SEC# | 801-78300 |
| Assets Managed by Firm | $298,438,973 |
| No. of Clients | 412 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 412 | $298,438,973 |
| Individuals (other than high net worth individuals) | 315 | $83,922,051 |
| High net worth individuals | 84 | $187,716,488 |
| Pension and profit sharing plans | 13 | $26,800,434 |
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