Company Information

Get to know Goldstein Munger + Associates

Founded in 1993, Goldstein, Munger + Associates is a registered investment adviser (RIA) with the U.S. Securities and Exchange Commission. The firm is dedicated to providing customized investment management and financial counsel, focusing on building and preserving wealth for its clients through a long-term, value-oriented investment philosophy. They work closely with a select number of clients to create tailored investment portfolios designed to meet specific financial objectives and risk tolerances.

Industry

Financial Wealth ManagementPRIMARY
Financial Banking
Financial Insurance

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Goldstein Munger + Associates

United States

Founded in

1995 (31 Years)

Founded

Last online: No recent activity

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.