McMorgan

Finance Ā· California, United States Ā· 11-50 Employees

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Overview

Headquarters

33 New Montgomery St Ste 2000, San Franc...

Phone Number

(415) 788-9300

Revenue

$25 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
2
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About McMorgan

Founded in 1969, McMorgan & Company specializes in securing the financial futures of its clients while supporting their philanthropic initiatives. The firm manages approximately $10.9 billion in assets, offering a range of investment services including equity, fixed income, real estate, and alternatives. McMorgan's clients include individuals and organizations seeking tailored investment solutions that align with their financial goals and values. The company is recognized for its commitment to responsible investing and has received multiple awards for its innovative approaches in the investment industry.Explore more
McMorgan's Social MediaPopular SearchesMcmorgan & CoMcmorgan & Company LLCMcMorgan Northern California Value Add/ Developmen...Bridgeline Mortgage GroupSIC Code 62,628NAICS Code 52,523Show more

McMorgan Org Chart

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Chief Information Officer

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Vice President, Business Systems

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McMorgan

$25M
11-50
Private
-
1969
DS
David SteeleChief Information Officer
$24.6M
51-200
Private
-
1979
ES
Erin SissonManaging Director, Chief Financial Officer
$16.5M
51-200
Private
-
2004
MA
Morgan AyersBranch President
<$5M
11-50
Private
-
2000
BA
Beth AttianeseChief Financial Officer
<$5M
11-50
Private
-
2008
Carl Berg, Managing Member at Catalyst Financial Partners
Carl BergManaging Member
<$5M
11-50
Private
-
1948
KA
Kelli AholaDeputy Director, Paratransit Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

McMorgan is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

McMorgan is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about McMorgan.

McMorgan Tech Stack

A closer look at the technologies used by McMorgan

McMorgan News & Media

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Frequently Asked Questions Regarding McMorgan

What is McMorgan's official website?
McMorgan's official website is www.mcmorgan.com
What is McMorgan's Revenue?
McMorgan's revenue is $25 Million
What is McMorgan's SIC code?
McMorgan's SIC: 62,628
What is McMorgan's NAICS code?
McMorgan's NAICS: 52,523
How many employees does McMorgan have?
McMorgan has 11-50 employees
What industry does McMorgan belong to?
McMorgan is in the industry of: Finance, Securities Trading
What is McMorgan competition?
McMorgan top competitors include: Paamco, Catalyst Financial Partners, Morgan Creek Capital Management, MBTA Retirement Fund
What companies has McMorgan acquired?
McMorgan has acquired the companies: IndexIQ, New York Life Investments, Candriam.fr, Candriam
What technology does McMorgan use?
Some of the popular technologies that McMorgan uses are: goo.gl, WordPress.org, reCAPTCHA, PHP
How do I contact McMorgan?
McMorgan contact info: Phone number: (415) 788-9300 Website: www.mcmorgan.com
What does McMorgan do?

Founded in 1969, McMorgan & Company specializes in securing the financial futures of its clients while supporting their philanthropic initiatives. The firm manages approximately $10.9 billion in assets, offering a range of investment services including equity, fixed income, real estate, and alternatives. McMorgan's clients include individuals and o... rganizations seeking tailored investment solutions that align with their financial goals and values. The company is recognized for its commitment to responsible investing and has received multiple awards for its innovative approaches in the investment industry.Read More

What are McMorgan social media links?
McMorgan Linkedin page
Is McMorgan a public company?
McMorgan is private company therefore does not currently have an official ticker symbol
See more information about McMorgan

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