Mcmorgan & Company Capital Advisors LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
137222
Registered since
March 14, 2006

Firm profile

FINTRX

Overview

Mcmorgan & Company Capital Advisors LLC is organized as a limited liability company and has been SEC-registered since 2006. FINTRX classifies its owner type as a combination of a domestic entity and an individual. The dataset lists the firm as "Unclassified" for advisory classification and indicates it does not operate as a capital allocator. Available metadata flags several operational attributes: the firm is not identified as an active ESG investor, it is not listed as a multi-state adviser, it is not newly formed, and it is not identified as a pension consultant or related adviser. FINTRX does not provide detail on the firm’s client segments, fee schedules, or day-to-day advisory activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • John Santaguida

    John Santaguida

    CEOCRD 5004531

  • Andrew Josef

    Andrew Josef

    Partner, General Counsel and Chief Compliance OfficerCRD 4789945

Contacts

3 of 8
  • Michael Sweeney

    Michael Sweeney

    VP, ConsultantCRD 6397677

  • Patrick Worley

    Patrick Worley

    Managing DirectorCRD 3144788

  • Brian Jackson

    SVPCRD 2511723

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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