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. 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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth