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. Publicly reported attributes classify the firm as unclassified and indicate ownership by a domestic entity and an individual. The firm is not identified as a capital allocator, does not self-identify as an active ESG investor, and is not flagged as a multi-state or newly formed adviser. It also is not listed as a pension consultant or a related adviser. FINTRX records do not include descriptions of the firm’s client segments, fee schedules, specific advisory activities, or investment mandates, so there is limited visibility into how the business positions itself in the market or the client types it targets.
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 8
Michael Sweeney
VP, ConsultantCRD 6397677

Patrick Worley
Managing DirectorCRD 3144788
Brian Jackson
SVPCRD 2511723
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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