Goldman Lancaster, Inc.

Overview

Goldman Lancaster, Inc. is an SEC registered investment adviser based in Long Beach, CA, registered since 2013. It reports $361M in assets under management across 752 accounts, with 5 employees. It has 3 investment adviser representatives.

Reported AUM

$361M

Discretionary

93%

Accounts

752

Average account

$479K

Employees

5

Advisory reps

3

Registered since

2013

Jurisdictions

8

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Glenn Robert Goldman President, Chief Compliance Officer CRD 1541201
• Bradley Reagan Lancaster Vice President CRD 1678782

Advisory reps 3 of 3

• Glenn Robert Goldman Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1541201
• Bradley Reagan Lancaster Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1678782
• Michael Anthony Martin Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5261669

Location

Headquarters

301 E Ocean Blvd Ste 1150
Long Beach, CA 90802

County

Los Angeles

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: goldmanlancaster.com

Every state, with registration dates

Similar firms near Long Beach

• Halbert HargroveLong Beach, CA$4.2B AUM
• CLG LLCLong Beach, CA$1.1B AUM
• Crux Wealth AdvisorsLong Beach, CA$548M AUM
• WealthspringLong Beach, CA$37M AUM
• Kensington Investment CounselLong Beach, CA$31M AUM