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Mercer Advisors Acquires Goldstein Munger + Associates, Inc Expanding Mercer Advisors California Presence

/PRNewswire/ Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Goldstein.

United statesGoldstein mungerDave bartonRobertg mungerChris tofalliDavid bartonRichardm goldsteinRm goldstein accountancy corporationChris tofalli public relationsMercer global advisors incInvestments wealth instituteCertified financial planner board of standards incExchange commissionGoldsteinenright financial advisers incMercer advisors incDevoe company

Mercer Advisors Buys $1B AUM Goldstein Munger + Associates

Mercer's California-based addition adds to a string of 14 deals so far this year for the $38 billion AUM RIA.

Robert mungerGoldstein mungerDavid devoeRichard goldsteinDavid bartonRm goldstein accountancy corporationDevoe companyMercer global advisorsSan ramonGoldstein accountancy corporationGoldsteinenright financial advisersMercer advisorsSan francisco bay areaDenver based mercer global advisorsDenver based mercerOak hill capital

Mercer Advisors Buys Goldstein Munger

Goldstein Munger is focused on serving UHNW clients, with assets under management of approximately $1 billion.

United statesRobert mungerGoldstein mungerRichard goldsteinRm goldstein accountancy corporationGoldstein munger associatesMercer global advisorsSan ramonAccountancy corporationGoldsteinenright financial advisersDave welling

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