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⚲
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| Goldstein Munger Associates
✚
|
|
|---|---|
| CRD # | 109620 |
| SEC # | 801-56711 |
| CIK # | 0001570251 |
| AUM | $997.2 MM (2022-10-07) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 925-552-1400 |
| Address | 18 Crow Canyon Court San Ramon, CA 94583-1786 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001570251 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 13.5 |
| (b) Individuals (high net worth individuals) | 68 | 721.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.6 |
| (h) Charitable organizations | 0 | 259.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 365 | 997.2 |
| By Discretionary | ||
| Discretionary | 340 | 742.9 |
| Non-Discretionary | 25 | 254.3 |
| Total | 365 | 997.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.4 | |
| United States Persons | 989.8 | |
| Total | 365 | 997.2 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001570251] |
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