$360.5M Total AUM
$336.0M Disc. AUM
12.5% 3Y CAGR
5 Employees
393 ADV. Clients
32 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Catalyst
- Established Date
- 06-08-1994
- Office Locations
- 1
Office Locations
301 East Ocean Blvd. Suite 1150 Long Beach CA
About Goldman Lancaster, Inc.
Goldman Lancaster, Inc. is a Long Beach, CA-based wealth management firm providing financial planning and investment management for individuals, families, and business owners, with support across tax, estate, insurance, and charitable planning. Portfolios commonly use public funds and ETFs alongside fixed income. Custody is primarily through LPL Financial.
Team overview
-- AVG AGE
$120.2M AVG AUM / ADVISOR
$917.4K AVG AUM / CLIENT
4.4 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Bridge catalyst Fusion Timber
Custodian
Vector wave Radial zenith
Investment Themes
Fusion foundation Element ember Oak focus Eagle oak Vital pioneer
Investment Vehicles
Vertex vector Alpha
Platform
Radial catalyst
Services
Horizon Pioneer North Harbor eagle Wave pioneer Signal Harbor Frontier signal
Technology
Vector matrix
Owner & Executives
GLENN ROBERT GOLDMAN
Chief Compliance Officer, President
- CRD
- #1541201
- Ownership
- 50% but less than 75%
(386) 950-8480
unison.matrix@frontiercapital.com
in linkedin.com/in/zenith-unison
B
BRADLEY REAGAN LANCASTER
VICE PRESIDENT
- CRD
- #1678782
- Ownership
- 50% but less than 75%
(770) 884-1392
focus.quantum@atlascapital.com
in linkedin.com/in/signal-vector
Showing 2 of 2 owners & executives
Unlock allContacts
MICHAEL ANTHONY MARTIN
--
- CRD
- #5261669
(301) 929-9681
zenith.zenith@signalcapital.com
in linkedin.com/in/ridge-signal
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $336,040,138 | $452,884 |
| Non-Discretionary | $24,492,960 | $2,449,296 |
| Total | $360,533,098 | $479,432 |
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Separately Managed Accounts
Total SMA Asset: $360,533,098
Public Funds:
6.3% Equity - Exchange:
19.2% U.S. Government/Agency:
19.7% Corporate - Investment Grade:
9.1% Cash:
17.6% Equity - OTC:
18.2% Other:
9.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $104,999,418 | 6.3% |
| Equity - Exchange | $319,998,225 | 19.2% |
| U.S. Government/Agency | $328,331,512 | 19.7% |
| Corporate - Investment Grade | $151,665,825 | 9.1% |
| Cash | $293,331,706 | 17.6% |
| Equity - OTC | $303,331,651 | 18.2% |
| Other | $164,999,084 | 9.9% |
| Total | $1,666,657,421 | 100.0% |