Mcmorgan & Company LLC
Mcmorgan & Company LLC (CRD# 115060) is a financial advisory firm headquartered in San Francisco, CA. They manage $7,003,794,941 in 148 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management7,004MILLION
Total Number of Accounts148ACCOUNTS
Average Account Value$47,322,939
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
John Santaguida (CRD# 5004531) is an Investment Advisor Representative working at Mcmorgan & Company LLC in San Francisco, CA and has over 14 years of experience in the finance industry.