GOLDSTEIN MUNGER + ASSOCIATES

SAN RAMON, California·2 registered advisors·CRD# 109620
SEC# 801-567110925-552-1400
01

Firm Overview

AUM
$997M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at GOLDSTEIN MUNGER + ASSOCIATES

2 registered advisors
Richard Michael Goldstein
SAN RAMON, California
Robert Glenn Munger
SAN RAMON, California
05

Office Locations

SAN RAMON, California
2 advisors

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Data sourced from SEC Form ADV filings. GOLDSTEIN MUNGER + ASSOCIATES (CRD# 109620) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.