Mcmorgan & Company LLC
Legal Name: MCMORGAN & COMPANY LLC
Full Contact Details
Mcmorgan & Company LLC
ONE FRONT STREET, SUITE 500, SAN FRANCISCO, CA
415-788-9300
415-616-9398
Other Info
Mcmorgan & Company LLC, also known as MCMORGAN & COMPANY LLC, is a Limited Liability Company based in Delaware with 26 employees, 14 of whom serve in advisory roles. The firm's SEC status is reported as "Approved" with a registration date of Oct 11, 2001, but the number of clients it serves is unknown.
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Our Offerings Meet The Team Equity Team Log In Beyond Investing Since its founding in 1969, McMorgan & Company has helped secure the financial future of our clients, while proudly supporting the causes and initiatives they value most. + client relationships $ billion in assets* + year average client…
Direct Owners
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ANDREW S JOSEF
GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER owns less than 5%
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BRIAN THOMAS MORTON
PRESIDENT, BOARD OF MANAGERS, MEMBER owns more than 10% but less than 25%
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CARMEN RACY-CHOY
CHIEF INVESTMENT OFFICER owns less than 5%
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JOHN F. SCOTT SANTAGUIDA
CEO & BOARD OF MANAGERS owns more than 10% but less than 25%
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MCM HOLDINGS GP, LLC
OWNER owns less than 5%
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MCM HOLDINGS, LP
OWNER owns 75% or more
Marketers
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GRANDFUND INVESTMENT GROUP, LLC
United States