Goldstein Munger + Associates is a large advisory firm based in San Ramon. It manages $560.62 million of regulatory assets for 314 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.
Goldstein Munger + Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Goldstein Munger + Associates is $560.62 million. The firm's AUM has grown by 165% since the beginning of its operation, and $4.52 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Goldstein Munger + Associates for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Goldstein Munger + Associates is high net worth individuals with 53 clients and $378.72 million of assets under management. Among the 6 most similar advisory firms, Goldstein Munger + Associates has the 3rd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $560.62 million for 105 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Goldstein Munger + Associates doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 29 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
David Kwok Wai Woo joined the executive team most recently as the Shareholder.
The principal office where Goldstein Munger + Associates performs its advisory services is located at 18 Crow Canyon Court, San Ramon, CA 94583 1786, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 925-552-1400 or by fax 925-552-8205. The normal business hours are 9:00 a.m. - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at goldsteinmunger.com.