Goldstein Munger + Associates Asset Profile

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Year established

1995

Location

San Ramon CA US

Primary Industry

Financial Services

About

Based in San Ramon, US, and founded in 1995, Goldstein Munger + Associates is a company that provides financial services and wealth management. Goldstein Munger + Associates was co-founded by Robert G. Munger, a former tax and audit manager with over 30 years of experience, and Richard M. Goldstein, a financial professional acquired his CIMA from University of Pennsylvania’s Wharton School of Finance. Both founders are CPA (Certified Public Accountant), qualified professionals that provide advise on preparing their audits, dealing reports, and choosing the best course of action to minimize taxation and maximize profit. In 2022, the company was acquired by Mercer Global Advisors, Inc., a national Registered Investment Adviser (RIA), which could bring Goldstein Munger with more UHNW (ultra-high net worth) clientele. The company's services can be categorized into asset allocation, portfolio structure, portfolio management and tax management. The company operates as financial advisor, which conducts a series of consultations on financial goal setting, risk assessment, strategic asset allocation and the selection and management of securities and investments based on client’s financial circumstances and investment objectives. The company also supervises securities transactions and portfolio holdings. The above-mentioned service can be offered on a discretionary basis, meaning allowing the company buy or sell holdings without pre-approval from the client, or on a non-discretionary basis, meaning clients make the ultimate investment decisions. The company charges an investment management fee quarterly, which varies based on different values and performance of portfolio, tiered schedules, and fixed rate. The company also charges for consulting services, which is calculated hourly. In 2022, the company’s AUM reached USD 1 billion.

Current Investors

Mercer Global Advisors Inc.

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Primary Industry

Financial Services

Sub Industries

Accounting Services, Hedge Funds, Investment Banking

Website

www.goldsteinmunger.com

Verticals

Research (Non-Medical)

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Deals

Deals Type
Add-on

Deal Status	Target (s)	Deal Date	Investor(s)	Seller(s)	Deal size (Mn)	Enterprise value (Mn)	Post-money valuation (Mn)	EBITDA multiple (x)	Revenue multiple (x)	Lead partner (s)
Completed	Goldstein Munger + Associates	04 Oct 2022

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