McMorgan & Company LLC

Overview

Privately owned investment manager founded 1969, headquartered in San Francisco (additional office Burbank, CA). ~$10.4B AUM, 200+ client relationships, serves pension/profit-sharing plans, Taft-Hartley pension plans, and pooled vehicles.

Key Facts

Type

Broker-Dealer / Trading Execution

Specialization

Institutional investment management, Taft-Hartley pension plans

Category

Market Facilitator