Mcmorgan & Company LLC
Mcmorgan & Company LLC (CRD# 115060) is a financial advisory firm headquartered in San Francisco, CA. They manage $7,053,394,884 in 238 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management7,053MILLION
-
Total Number of Accounts238ACCOUNTS
-
Average Account Value$29,636,113
Compensation Options
- A percentage of assets under your management
- Performance-based fees
- Other
Advisory Services Offered
- 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)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MA
Financial Advisors at Mcmorgan & Company LLC
1
John Santaguida (CRD# 5004531) is an Investment Advisor Representative working at Mcmorgan & Company LLC in San Francisco, CA and has over 17 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.