Robert Glenn Munger

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1998 → 10/2022
  Goldstein Munger And Associates
  San Ramon, CA
• 01/2026 → Present
  Mercer Global Advisors Inc
  San Ramon, CA
• 10/2022 → 12/2025
  Mercer Globl Advisors Inc.
  San Ramon, CA

Previous Registrations

• 1999-09-16 → 2022-12-16
  Goldstein Munger + Associates
  San Ramon, CA

Designations

• Certified Financial Planner

Other Names

• Bob Munger