McMorgan & Company
Investment Management - , ,
McMorgan & Company Employees
McMorgan & Company Senior Management
McMorgan & Company Details
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$11.3 billion in assets*15+ year average client tenure50+ years of proactively supporting client mission statements, causes, and objectives*Data as of December 31, 2021. Numbers may not sum due to roundingThe $11.3 billion includes approximately $7 billion of regulatory assets under management as disclosed in McMorgan's most recently filed form ADV and an additional approximately $4 billion of assets for which McMorgan acts solely as client service agent .
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