GOLDMAN LANCASTER, INC.

LONG BEACH, California·2 registered advisors·CRD# 136134
SEC# 801-783000562-432-0234
01

Firm Overview

AUM
$298M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GOLDMAN LANCASTER, INC.

2 registered advisors
Bradley Reagan Lancaster
LONG BEACH, California
Glenn Robert Goldman
LONG BEACH, California
05

Office Locations

LONG BEACH, California
2 advisors

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Data sourced from SEC Form ADV filings. GOLDMAN LANCASTER, INC. (CRD# 136134) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.