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 an SEC-registered investment adviser organized as a limited liability company and first registered in 2006. FINTRX classifies the firm as unclassified and records its owner type as a combination of a domestic entity and an individual. The dataset flags the firm as not a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The firm has provided little public detail about its business model: fields for client base, fee structure, core advisory activities, and affiliated activities are blank in the available record. That lack of disclosure limits visibility into target clients, service lines, and how the adviser sources or structures investments.
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 8Brian Jackson
SVPCRD 2511723

Gregg Kerr
Senior Managing Director, Client ServicesCRD 2825493
Ronald Bucci
PartnerCRD 2849864
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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