Mcmorgan & Company Capital Advisors LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 137222
- Registered since
- March 14, 2006
- Website
- www.mcmorgan.com
Firm profile
FINTRXOverview
McMorgan & Company Capital Advisors LLC is organized as a limited liability company and has been SEC-registered since 2006. Ownership is listed as a mix of a domestic entity and an individual. The firm is categorized as "Unclassified" in the snapshot data. It is not identified as a capital allocator, does not self-designate as an active ESG investor, and is not marked as a pension consultant or related adviser. Although the firm maintains multiple physical locations (see Location & Offices), the snapshot flags it as not a multi-state adviser. Fee structure, client types, business lines, and specific advisory activities were not provided in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
John Santaguida
CEOCRD 5004531

Andrew Josef
Partner, General Counsel and Chief Compliance OfficerCRD 4789945
Contacts
3 of 8Brian Jackson
SVPCRD 2511723

Gregg Kerr
Senior Managing Director, Client ServicesCRD 2825493
Ronald Bucci
PartnerCRD 2849864
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 33 New Montgomery St
- Time zone
- PT (UTC-8)
- Office locations
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