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| Keyboard |
| Goldman Lancaster Inc
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|---|---|
| CRD # | 136134 |
| SEC # | 801-78300 |
| CIK # | |
| AUM | 360.5 M (2026-04-29) |
| Employees | 5 (60% Investors, 60% Brokers) |
| Phone | 562-432-0234 |
| Address | 301 East Ocean Blvd Long Beach, CA 90802 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 296 | 114.5 |
| (b) Individuals (high net worth individuals) | 84 | 219.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 2.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 10 | 24.5 |
| Total | 752 | 360.5 |
| By Discretionary | ||
| Discretionary | 742 | 336.0 |
| Non-Discretionary | 10 | 24.5 |
| Total | 752 | 360.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 360.5 | |
| Total | 752 | 360.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
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|---|---|---|
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✚
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KY | 361.9 M |
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Cox Capital Management LLC
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Transcendent Capital Group LLC
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Jessup Wealth Management Inc
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U S Boston Capital Corporation
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|
The David J Yvars Group Inc
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359.3 M | |
|
Clearwave Capital LLC
✚
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|
Seros Financial LLC
✚
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AZ | 359.2 M |