GOLDSTEIN MUNGER & Overview
Goldstein Munger & Associates is an investment advisor that manages 500.9 MM dollars in regulatory AUM and has 6 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/09 to 03/31/21. The fund's latest filing disclosed 358MM in positions, representing 71% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 03/31/21. The fund's latest filing disclosed 358MM in positions, representing 71% of the manager's regulatory AUM.
GOLDSTEIN MUNGER & StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
GOLDSTEIN MUNGER & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IWB | 40.73% | ETF | 7.13% | -0.04% | 0 | 0% | ||
| EFA | 9.31% | ETF | 6.3% | -0.01% | 0 | 0% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
GOLDSTEIN MUNGER & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Richard M. Goldstein | Chief Executive Officer/Chief Compliance Officer | January-1996 |
| Robert G. Munger | Vice President, Vp Compliance | October-1998 |
GOLDSTEIN MUNGER & Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
GOLDSTEIN MUNGER & Investment Strategy
GOLDSTEIN MUNGER & Portfolio Concentration
GOLDSTEIN MUNGER & Location
18 CROW CANYON COURT
SUITE 250
SAN RAMON, California
UNITED STATES, 94583-1786
SUITE 250
SAN RAMON, California
UNITED STATES, 94583-1786
GOLDSTEIN MUNGER & Contact Information
Phone Number: 925-552-1400
Fax Number: 925-552-8205
Website: http://www.goldsteinmunger.com
Fax Number: 925-552-8205
Website: http://www.goldsteinmunger.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here