Goldstein Munger & Associates is an investment advisor in San Ramon with $997.15 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
943235229
SEC advisor number
801-56711
FINRA CRD number
109620
AUM ?
$997.15 mm
(as of 7 Oct 22)
Accounts
365
(as of 7 Oct 22)
Employees
6
(2 investment advisory or research)
Address
Goldstein Munger & Associates
18 CROW CANYON CT, STE 250
SAN RAMON
CA 94583
18 CROW CANYON CT, STE 250
SAN RAMON
CA 94583
Office hours
Monday - Friday, 9:00 A.M. - 6:00 P.M.
Phone
925-552-1400
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Munger, Robert, Glenn | Vice President, VP Compliance | 10/1998 | < 5% |
Goldstein, Richard, Michael | President/chief Compliance Officer | 01/1996 | < 5% |
Mercer Global Advisors Inc. | Parent Company | 09/2022 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
13 Jul 21
13F-HR
Quarterly holdings report by institutional manager
27 Apr 21
13F-HR
Quarterly holdings report by institutional manager
9 Feb 21
13F-HR
Quarterly holdings report by institutional manager
9 Nov 20
13F-HR
Quarterly holdings report by institutional manager
12 Aug 20