Since its founding in 1969, McMorgan & Company has helped secure the financial future of our clients, while proudly supporting the causes and initiatives they value most. 200+ client relationships $10.4 billion in assets* 15+ year average client tenure 50+ years of proactively supporting client mission statements, causes, and objectives *Data as of December 31, 2023. Numbers may not sum due to rounding. The $10.4 billion includes approximately $6.9 billion of regulatory assets under management and an additional approximately $3.5 billion of assets for which McMorgan acts solely as client service agent.
View Top Employees from McMorgan & CompanyWebsite | http://www.mcmorgan.com |
Revenue | $25 million |
Employees | 46 (43 on RocketReach) |
Founded | 1969 |
Address | 1 Front St Ste 500, San Francisco, California 94111, US |
Phone | (415) 788-9300 |
Fax | (415) 616-9386 |
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Industry | Investment Management, Finance General, Taft-Hartley Plans, Finance, Retirement Plan Services |
Web Rank | 17 Million |
Keywords | Mcmorgan, Taft-Hartley, Tobam Filetype:Pdf |
Competitors | Angelo Gordon, Capstone Investments, Cohen & Steers, GoldenTree Asset Management, Invesco PowerShares |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
Looking for a particular McMorgan & Company employee's phone or email?
The McMorgan & Company annual revenue was $25 million in 2024.
Luke D'Alves is the Managing Director, Infrastructure Private Equity of McMorgan & Company.
43 people are employed at McMorgan & Company.
McMorgan & Company is based in San Francisco, California.
The NAICS codes for McMorgan & Company are [52393, 523, 5239, 52].
The SIC codes for McMorgan & Company are [628, 62].