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| Happy Holidays!! thanks for using AUM13F!! |
| Goldman Lancaster Inc
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|---|---|
| CRD # | 136134 |
| SEC # | 801-78300 |
| CIK # | |
| AUM | $321.1 M (2025-03-18) |
| Employees | 5 (60% Investors, 60% Brokers) |
| Phone | 562-432-0234 |
| Address | 301 East Ocean Blvd Long Beach, CA 90802 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 298 | 95.2 |
| (b) Individuals (high net worth individuals) | 84 | 199.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 26.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 743 | 321.1 |
| By Discretionary | ||
| Discretionary | 732 | 296.2 |
| Non-Discretionary | 11 | 24.9 |
| Total | 743 | 321.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 319.0 | |
| Total | 743 | 321.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Optimum Investment Advisors LLC
✚
|
IL | 0.3 |
|
S&A Financial Services Inc
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|
KS | 0.3 |
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US Asset Management LLC
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PA | 0.3 |
|
Financial Decisions LLC
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NY | 0.3 |
|
Range Financial Group LLC
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|
OR | 0.3 |
|
XY Investment Solutions LLC
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|
MT | 0.3 |
|
Coign Capital Advisors LLC
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|
UT | 0.3 |
|
Accent Capital Management LLC
✚
|
OH | 0.3 |
|
Consolidated Capital Management LLC
✚
|
CA | 0.3 |
|
MPWM Advisory Solutions LLC
✚
|
GA | 0.3 |