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 06/30/21. The fund's latest filing disclosed 379MM in positions, representing 76% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 06/30/21. The fund's latest filing disclosed 379MM in positions, representing 76% of the manager's regulatory AUM.
GOLDSTEIN MUNGER & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GOLDSTEIN MUNGER & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IWB | 41.5% | ETF | 3.1% | -0.17% | 1 | 0% | ||
| EFA | 9.15% | ETF | 2.05% | -0.1% | 0 | 0% | ||
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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
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