Mcmorgan & Company LLC is a large advisory firm based in San Francisco. It manages $6.33 billion of regulatory assets for 131 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Mcmorgan & Company provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mcmorgan & Company LLC is $6.33 billion. The firm's AUM has gone down by -76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mcmorgan & Company LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pooled investment vehicles and pension and profit sharing plans. The largest group of clients of Gary Edward Wendlandt is pension and profit sharing plans with 30 clients and $2.19 billion of assets under management. Among the 8 most similar advisory firms, Mcmorgan & Company has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $3.83 billion for 34 clients. None of the firm’s clients are foreign persons or businesses.
Mcmorgan & Company also advises several private funds. Namely, two other private funds. The minimum investment commitment required of non-related persons ranges from $50,000 to $10,000,000.
The company employs 26 people that are either part- or full-time employees. 54 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Gary Edward Wendlandt has been acting as President since 1 May 2001. Carmen Racy Choy has served as the Chief Investment Officer since 1 Aug 2012. Llc Mcm Holdings Gp joined the executive team most recently as the Owner.
The principal office where Mcmorgan & Company LLC performs its advisory services is located at One Front Street, San Francisco, CA 94111, which is also the mailing address of the firm. An additional office of the firm is in Burbank, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-788-9300 or by fax 415-616-9398. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at mcmorgan.com.