Mercer Advisors Buys $1B AUM Goldstein Munger + Associates
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…
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