GOLDMAN LANCASTER, INC.
CRD #136134 SEC #801-78300 LONG BEACH, CA 562-432-0234
SEC Registered
Total AUM
$321.1M
Discretionary
$296.2M
Employees
5
Clients
10
Accounts
743
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $321.1M | $296.2M | $24.9M | 5 | 3 |
| Mar 2024 | $298.4M | $273.2M | $25.2M | 5 | 0 |
| Mar 2024 | $298.4M | $273.2M | $25.2M | 5 | 0 |
| Mar 2023 | $250.6M | $228.9M | $21.7M | 5 | 0 |
| Sep 2022 | $265.5M | $242.1M | $23.4M | 5 | 0 |
| Sep 2022 | $265.5M | $242.1M | $23.4M | 5 | 0 |
| Jun 2022 | $265.5M | $242.1M | $23.4M | 5 | 0 |
| Mar 2022 | $265.5M | $242.1M | $23.4M | 5 | 0 |
| Feb 2022 | $241.9M | $219.7M | $22.2M | 3 | 0 |
| Mar 2021 | $241.9M | $219.7M | $22.2M | 3 | 0 |
| Jul 2020 | $221.1M | $203.4M | $17.7M | 3 | 0 |
| May 2020 | $221.1M | $203.4M | $17.7M | 3 | 0 |
| Mar 2020 | $221.1M | $203.4M | $17.7M | 3 | 0 |
| Mar 2019 | $202.9M | $188.1M | $14.8M | 3 | 0 |
| Mar 2018 | $201.8M | $187.5M | $14.3M | 3 | 0 |
| Mar 2017 | $168M | $160.3M | $7.7M | 3 | 400 |
| Apr 2016 | $156M | $149.6M | $6.4M | 3 | 400 |
| Mar 2016 | $156M | $149.6M | $6.4M | 3 | 400 |
| Jul 2015 | $148.7M | $148.7M | $0 | 3 | 300 |
| Jul 2015 | $148.7M | $148.7M | $0 | 3 | 300 |
| Mar 2015 | $148.7M | $148.7M | $0 | 3 | 300 |
| Jan 2014 | $142.7M | $142.7M | $0 | 3 | 250 |
| Oct 2013 | $121.4M | $121.4M | $0 | 3 | 1 |
| Jul 2013 | $121.4M | $121.4M | $0 | 2 | 1 |
| Jun 2013 | $121.4M | $121.4M | $0 | 2 | 1 |
DateMar 2025
Total AUM$321.1M
Discretionary$296.2M
Non-Disc.$24.9M
Employees5
Clients3
DateMar 2024
Total AUM$298.4M
Discretionary$273.2M
Non-Disc.$25.2M
Employees5
Clients0
DateMar 2024
Total AUM$298.4M
Discretionary$273.2M
Non-Disc.$25.2M
Employees5
Clients0
DateMar 2023
Total AUM$250.6M
Discretionary$228.9M
Non-Disc.$21.7M
Employees5
Clients0
DateSep 2022
Total AUM$265.5M
Discretionary$242.1M
Non-Disc.$23.4M
Employees5
Clients0
DateSep 2022
Total AUM$265.5M
Discretionary$242.1M
Non-Disc.$23.4M
Employees5
Clients0
DateJun 2022
Total AUM$265.5M
Discretionary$242.1M
Non-Disc.$23.4M
Employees5
Clients0
DateMar 2022
Total AUM$265.5M
Discretionary$242.1M
Non-Disc.$23.4M
Employees5
Clients0
DateFeb 2022
Total AUM$241.9M
Discretionary$219.7M
Non-Disc.$22.2M
Employees3
Clients0
DateMar 2021
Total AUM$241.9M
Discretionary$219.7M
Non-Disc.$22.2M
Employees3
Clients0
DateJul 2020
Total AUM$221.1M
Discretionary$203.4M
Non-Disc.$17.7M
Employees3
Clients0
DateMay 2020
Total AUM$221.1M
Discretionary$203.4M
Non-Disc.$17.7M
Employees3
Clients0
DateMar 2020
Total AUM$221.1M
Discretionary$203.4M
Non-Disc.$17.7M
Employees3
Clients0
DateMar 2019
Total AUM$202.9M
Discretionary$188.1M
Non-Disc.$14.8M
Employees3
Clients0
DateMar 2018
Total AUM$201.8M
Discretionary$187.5M
Non-Disc.$14.3M
Employees3
Clients0
DateMar 2017
Total AUM$168M
Discretionary$160.3M
Non-Disc.$7.7M
Employees3
Clients400
DateApr 2016
Total AUM$156M
Discretionary$149.6M
Non-Disc.$6.4M
Employees3
Clients400
DateMar 2016
Total AUM$156M
Discretionary$149.6M
Non-Disc.$6.4M
Employees3
Clients400
DateJul 2015
Total AUM$148.7M
Discretionary$148.7M
Non-Disc.$0
Employees3
Clients300
DateJul 2015
Total AUM$148.7M
Discretionary$148.7M
Non-Disc.$0
Employees3
Clients300
DateMar 2015
Total AUM$148.7M
Discretionary$148.7M
Non-Disc.$0
Employees3
Clients300
DateJan 2014
Total AUM$142.7M
Discretionary$142.7M
Non-Disc.$0
Employees3
Clients250
DateOct 2013
Total AUM$121.4M
Discretionary$121.4M
Non-Disc.$0
Employees3
Clients1
DateJul 2013
Total AUM$121.4M
Discretionary$121.4M
Non-Disc.$0
Employees2
Clients1
DateJun 2013
Total AUM$121.4M
Discretionary$121.4M
Non-Disc.$0
Employees2
Clients1