Goldstein Munger + Associates
Legal Name: GOLDSTEIN MUNGER + ASSOCIATES
Full Contact Details
Goldstein Munger + Associates
18 CROW CANYON COURT, SUITE 250, SAN RAMON, CA
925-552-1400
925-552-8205
Other Info
GOLDSTEIN MUNGER + ASSOCIATES, a CA Corporation, is a small but effective financial advising firm with a team of 7 employees, including 2 advisory roles. Despite its size, the firm serves 6 clients and has maintained an Approved status with the SEC since its registration in 1999. They bring reliable expertise to their clients' financial planning needs.
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Direct Owners
-
RICHARD MICHAEL GOLDSTEIN
PRESIDENT/CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
-
ROBERT GLENN MUNGER
VICE PRESIDENT, VP COMPLIANCE owns more than 50% but less than 75%
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Top Holdings
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