Get exclusive access to premium financial content Register
Objectway 728x90
Article locked

Subscribe to unlock this article

Mercer Advisors Buys $1B AUM Goldstein Munger + Associates

SEI - 468X60

Mercer Global Advisors has announced the acquisition of Goldstein Munger + Associates, a San Ramon, Cali.-based firm serving ultra high net worth clients with approximately $1 billion in assets under management. Richard Goldstein founded R. M. Goldstein Accountancy Corporation in 1979, from which GoldsteinEnright Financial Advisers was created. The firm…

Continue Reading

Subscribe to unlock the full article and access premium financial content.

Register

Click here to read the full story: Wealth Management.com

Managers of Wealth Subscription

Subscribe to Managers of Wealth to receive exclusive daily wealth management news and features and for access to an unparalleled range of information and data on the industry.

We require that you register an account first before you subscribe.


Register an account

Why subscribe?

  • Access to exclusive premium articles
  • Weekly market analysis & trends
  • Expert investment strategies
  • Early access to breaking financial news
  • Personalized portfolio insights
  • Member-only webinars & events