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 09/30/16. The fund's latest filing disclosed 219MM in positions, representing 44% of the manager's regulatory AUM.

GOLDSTEIN MUNGER & StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

GOLDSTEIN MUNGER & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IWB 35.24% ETF 1.58% 0% 1 4%
IWM 6.77% ETF 5.39% 0.26% 0 16%
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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

GOLDSTEIN MUNGER & Contact Information

Phone Number: 925-552-1400
Fax Number: 925-552-8205
Website:

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