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. 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
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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