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. 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

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
  • Brian Jackson

    SVPCRD 2511723

  • Gregg Kerr

    Gregg Kerr

    Senior Managing Director, Client ServicesCRD 2825493

  • Ronald Bucci

    PartnerCRD 2849864

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth