Investment adviser · CRD 109620
GOLDSTEIN MUNGER + ASSOCIATES
Investment adviser filing (IA)
SAN RAMON, CA, United States · Form ADV filed Oct 7, 2022
- Regulatory AUM
- $997M Form ADV · Item 5.F
- Client accounts
- 365 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 68 | $721,239,762 | 72.3% |
| Charities | Fewer than 5 | $259,394,008 | 26.0% |
| Individuals | 41 | $13,512,957 | 1.4% |
| Retirement plans | Fewer than 5 | $2,642,983 | 0.3% |
| Corporations & businesses | Fewer than 5 | $361,392 | 0.0% |
Filing source
Form ADV 1679607 · Oct 7, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 7, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
18 CROW CANYON COURT, SUITE 250SAN RAMON, CA, 94583-1786, United States
CRD 109620
Filing source
Form ADV 1679607 · Oct 7, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.