GOLDSTEIN MUNGER + ASSOCIATES
CRD #109620 SEC #801-56711 SAN RAMON, CA 925-552-1400
SEC Registered
Total AUM
$997.2M
Discretionary
$742.9M
Employees
6
Clients
101
Accounts
365
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2022 | $997.2M | $742.9M | $254.3M | 6 | 3 |
| Mar 2022 | $997.2M | $742.9M | $254.3M | 6 | 3 |
| Mar 2021 | $749.2M | $643.3M | $105.8M | 6 | 3 |
| Aug 2020 | $691.9M | $586.9M | $105.1M | 7 | 4 |
| Jun 2020 | $691.9M | $586.9M | $105.1M | 7 | 4 |
| Jun 2020 | $691.9M | $586.9M | $105.1M | 7 | 4 |
| May 2020 | $691.9M | $586.9M | $105.1M | 7 | 4 |
| Mar 2020 | $691.9M | $586.9M | $105.1M | 7 | 4 |
| Mar 2019 | $560.6M | $504.5M | $56.1M | 7 | 6 |
| Mar 2018 | $633.7M | $569.5M | $64.2M | 6 | 0 |
| Mar 2017 | $568.6M | $500M | $68.6M | 6 | 26 |
| Mar 2016 | $504.4M | $449.8M | $54.6M | 6 | 26 |
| Mar 2015 | $500.9M | $461.7M | $39.1M | 6 | 26 |
| Mar 2014 | $457M | $421.5M | $35.5M | 6 | 26 |
| Mar 2013 | $374.6M | $358.1M | $16.4M | 6 | 100 |
| Mar 2012 | $289.6M | $274.1M | $15.6M | 6 | 26 |
| Mar 2010 | $258.7M | $249.3M | $9.4M | 10 | -- |
| Mar 2009 | $224.8M | $224.8M | $0 | 5 | -- |
| Mar 2008 | $287.7M | $287.7M | $0 | 5 | -- |
| Mar 2007 | $276.5M | $265.4M | $11.1M | 5 | -- |
| Mar 2006 | $265M | $235M | $30M | 5 | -- |
| Feb 2005 | $211.2M | $211.2M | $0 | 5 | -- |
| Feb 2005 | $211.2M | $211.2M | $0 | 5 | -- |
| Jun 2004 | $211.2M | $211.2M | $0 | 5 | -- |
| Mar 2004 | $211.2M | $211.2M | $0 | 5 | -- |
| Apr 2002 | $180.5M | $180.5M | $0 | 5 | -- |
DateOct 2022
Total AUM$997.2M
Discretionary$742.9M
Non-Disc.$254.3M
Employees6
Clients3
DateMar 2022
Total AUM$997.2M
Discretionary$742.9M
Non-Disc.$254.3M
Employees6
Clients3
DateMar 2021
Total AUM$749.2M
Discretionary$643.3M
Non-Disc.$105.8M
Employees6
Clients3
DateAug 2020
Total AUM$691.9M
Discretionary$586.9M
Non-Disc.$105.1M
Employees7
Clients4
DateJun 2020
Total AUM$691.9M
Discretionary$586.9M
Non-Disc.$105.1M
Employees7
Clients4
DateJun 2020
Total AUM$691.9M
Discretionary$586.9M
Non-Disc.$105.1M
Employees7
Clients4
DateMay 2020
Total AUM$691.9M
Discretionary$586.9M
Non-Disc.$105.1M
Employees7
Clients4
DateMar 2020
Total AUM$691.9M
Discretionary$586.9M
Non-Disc.$105.1M
Employees7
Clients4
DateMar 2019
Total AUM$560.6M
Discretionary$504.5M
Non-Disc.$56.1M
Employees7
Clients6
DateMar 2018
Total AUM$633.7M
Discretionary$569.5M
Non-Disc.$64.2M
Employees6
Clients0
DateMar 2017
Total AUM$568.6M
Discretionary$500M
Non-Disc.$68.6M
Employees6
Clients26
DateMar 2016
Total AUM$504.4M
Discretionary$449.8M
Non-Disc.$54.6M
Employees6
Clients26
DateMar 2015
Total AUM$500.9M
Discretionary$461.7M
Non-Disc.$39.1M
Employees6
Clients26
DateMar 2014
Total AUM$457M
Discretionary$421.5M
Non-Disc.$35.5M
Employees6
Clients26
DateMar 2013
Total AUM$374.6M
Discretionary$358.1M
Non-Disc.$16.4M
Employees6
Clients100
DateMar 2012
Total AUM$289.6M
Discretionary$274.1M
Non-Disc.$15.6M
Employees6
Clients26
DateMar 2010
Total AUM$258.7M
Discretionary$249.3M
Non-Disc.$9.4M
Employees10
Clients--
DateMar 2009
Total AUM$224.8M
Discretionary$224.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$287.7M
Discretionary$287.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$276.5M
Discretionary$265.4M
Non-Disc.$11.1M
Employees5
Clients--
DateMar 2006
Total AUM$265M
Discretionary$235M
Non-Disc.$30M
Employees5
Clients--
DateFeb 2005
Total AUM$211.2M
Discretionary$211.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$211.2M
Discretionary$211.2M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$211.2M
Discretionary$211.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$211.2M
Discretionary$211.2M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$180.5M
Discretionary$180.5M
Non-Disc.$0
Employees5
Clients--