MORGENTHALER MANAGEMENT CORPORATION

3200 Alpine Road
Portola Valley, California 94028
Tel: 650-388-7600

About MORGENTHALER MANAGEMENT CORPORATION

MORGENTHALER MANAGEMENT CORPORATION, formally registered with the SEC as MORGENTHALER MANAGEMENT CORPORATION. The firm was established in 03/02/2012. They have over 1 offices throughout the country.

MORGENTHALER MANAGEMENT CORPORATION is a Portola Valley, California based Financial Planning firm with nearly $106,742,707 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	161509
SEC#	801-73546
Assets Managed by Firm	$106,742,707
No. of Clients	3
No. of Advisors	14

Fee Structure

A percentage of AUM
Performance Based
Other (PERCENTAGE OF COMMITTED CAPITAL & BOARD FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$106,742,707

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