Mcmorgan & Company LLC

Mcmorgan & Company LLC (CRD# 115060) is a financial advisory firm headquartered in San Francisco, CA. They manage $5,426,341,461 in 182 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,426
    MILLION
  • Total Number of Accounts
    182
    ACCOUNTS
  • Average Account Value
    $29,815,063
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Mcmorgan & Company LLC
Showing 1 - 2 of 2 top financial advisors.
1
John F. Santaguida
CRD#: 5004531
One Front Street, Suite 500, San Francisco, CA 94111
93
Wealthminder
score

John Santaguida (CRD# 5004531) is an Investment Advisor Representative working at Mcmorgan & Company LLC in San Francisco, CA and has over 9 years of experience in the finance industry.

2
Alexander E. Kaye
CRD#: 5843134
One Front Street, Suite 500, San Francisco, CA 94111
90
Wealthminder
score

Alexander Kaye (CRD# 5843134) is an Investment Advisor Representative working at Mcmorgan & Company LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

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