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Building 2GOLDSTEIN MUNGER + ASSOCIATES

Map pinSAN RAMON, CA
Phone925-552-1400
NotebookSEC #801-56711
Total AUM
$997.2M
Employees
6
Clients
112

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18 CROW CANYON COURT
SUITE 250
SAN RAMON
CA 94583-1786
United States
Operating Hours
9:00 A.M. - 6:00 P.M.
Monday - Friday
Phone
925-552-1400

ReceiptFinancials

Total AUM
$997.2M
Accounts
365
Discretionary
$742.9M
Accounts
340
Non-Discretionary
$254.3M
Accounts
25

ContactClients

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Individual Clients
41
AUM
$13.5M
HNW Individual Clients
68
AUM
$721.2M
Pension/Profit Sharing Plan Clients
1
AUM
$2.6M
Charitable Organization Clients
1
AUM
$259.4M
Corporation or Business Clients
1
AUM
$361.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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