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).

By the Numbers
  • Total Assets Under Management
    7,053
    MILLION
  • Total Number of Accounts
    238
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, MA

Financial Advisors at Mcmorgan & Company LLC
Showing 1 - 1 of 1 top financial advisors.
1
John F. Santaguida
CRD#: 5004531
33 New Montgomery Street, Suite 2000, San Francisco, CA 94105

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.

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