Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > san francisco > MCMORGAN & COMPANY LLC
MCMORGAN & COMPANY LLC
33 New Montgomery Street
Suite 2000
San Francisco, California 94105
Tel: 415-788-9300
About MCMORGAN & COMPANY LLC
MCMORGAN & COMPANY LLC, formally registered with the SEC as MCMORGAN & COMPANY LLC. The firm was established in 10/11/2001. They have over 3 offices throughout the country.
MCMORGAN & COMPANY LLC is a San Francisco, California based Financial Planning firm with nearly $7,053,394,884 assets under management, offering retirement planning & investment advisory services to 238 clients. The firm is staffed with 31 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 115060 |
| SEC# | 801-60509 |
| Assets Managed by Firm | $7,053,394,884 |
| No. of Clients | 238 |
| No. of Advisors | 31 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SERVICE FEES)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 238 | $7,053,394,884 |
| Individuals (other than high net worth individuals) | 23 | $3,253,324 |
| High net worth individuals | 27 | $30,498,051 |
| Pension and profit sharing plans | 28 | $2,207,195,293 |
More Retirement Planning firms in San Francisco, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in San Francisco, California