# GOLDSTEIN MUNGER + ASSOCIATES

GOLDSTEIN MUNGER + ASSOCIATES of SAN RAMON, CA is an SEC-registered investment adviser.

## Registration

- CRD: 109620
- Type: SEC-registered investment adviser
- SEC file number: 801-56711
- Location: 18 CROW CANYON COURT, SUITE 250, SAN RAMON, CA, 94583-1786
- Phone: 925-552-1400
- Latest filing: 2022-10-07
- Regulatory AUM: $997.2M
- Discretionary AUM: $742.9M
- Non-discretionary AUM: $254.3M
- Clients: 6
- Accounts: 365

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| GOLDSTEIN RICHARD MICHAEL | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| MUNGER ROBERT GLENN | VICE PRESIDENT; VICE PRESIDENT, VP COMPLIANCE | — |
| GOLDSTEIN ROBERT MORRIS | SHAREHOLDER | — |
| ENRIGHT THOMAS JOSEPH | SHAREHOLDER | — |
| WOO DAVID KWOK WAI | SHAREHOLDER | — |
| GOLDSTEIN RICHARD | CHIEF EXECUTIVE OFFICER | — |
| GOODFRIEND KAREN R | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109620/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109620/similar
- Related entities: https://search.stillhousedata.com/firm/109620/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109620

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.