Goldstein Munger Associates


Assets, Funds, Holdings

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Goldstein Munger Associates
CRD #109620
SEC #801-56711
CIK #1570251
AUM $691.9 MM (85% Disc, 99% US, 2020-03-25)
Employees7 (29% Investors, 0% Brokers)
Address18 Crow Canyon Court
San Ramon, CA 94583-1786
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
IWB 86.3
IWM 14.8
IAU 13.6
EFA 10.0
IWF 8.9
VWO 8.7
GLD 8.1
VEA 7.4
IWD 7.4
VYM 6.1
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
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Libbie Agran Financial Services & Seminars
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Barton Investment Management LLC
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Capital Advantage Inc
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Seasons of Advice Wealth Management LLC
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