Goldsteinenright Financial Advisers Inc (San Ramon)

Name: Goldsteinenright Financial Advisers Inc
Address: 18 Crow Canyon Ct, San Ramon, CA, 94583
Telephone: 925-552-1400

Goldsteinenright Financial Advisers Inc is a large advisory firm based in San Ramon. It manages $211.23 million of regulatory assets for 349 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Goldsteinenright Financial Advisers provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Goldsteinenright Financial Advisers: assets under management

The assets under management (AUM) of Goldsteinenright Financial Advisers Inc is $211.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $211.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $605.25 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Goldsteinenright Financial Advisers Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Goldsteinenright Financial Advisers Inc

David Kwok Wai Woo joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Goldstein	Chief executive officer	1 Jan 1996	Other	2564071
Robert Morris Goldstein	Shareholder	1 Jan 1996	Other	4369848
Thomas Joseph Enright	Shareholder	1 Jan 1996	Other	4369850
Robert Glenn Munger	Vice president	1 Oct 1998	Other	4369842
Karen R. Goodfriend	Vice president	1 Jun 1999	Other	4369844
David Kwok Wai Woo	Shareholder	1 Jun 2000	Other	4369860

Based in San Ramon

The principal office where Goldsteinenright Financial Advisers Inc performs its advisory services is located at 18 Crow Canyon Ct, San Ramon, CA 94583, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-552-1400 or by fax 925-552-8205. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.goldstein-enright.com.