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).
Total Assets Under Management5,426MILLION
Total Number of Accounts182ACCOUNTS
Average Account Value$29,815,063
- A percentage of assets under your management
- Performance-based fees
- 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 10 years of experience in the finance industry.
Alexander Kaye (CRD# 5843134) is an Investment Advisor Representative working at Mcmorgan & Company LLC in San Francisco, CA and has over 5 years of experience in the finance industry.