Mcmorgan Acquisition Company LLC is a large advisory firm based in San Francisco. It manages $26.37 billion of regulatory assets for 395 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and Oregon.
Mcmorgan Acquisition Company provides portfolio management for investment companies and portfolio management for pooled investment vehicles. 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 Acquisition Company LLC is $26.37 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Mcmorgan Acquisition Company LLC for their services and products based on a percentage of assets under management. 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.
Ravi Akhoury has been acting as President since 1 Sep 2001. Melvin William Petersen has served as the Chief Investment Officer since 1 Sep 2001 and Gary Edward Wendlandt is the Chief Executive Officer of Mcmorgan Acquisition Company LLC family office. Thomas Allan Morton joined the executive team most recently as the Chairman Emeritus.
The principal office where Mcmorgan Acquisition Company LLC performs its advisory services is located at One Bush Street, Suite 800, San Francisco, CA 94104, which is also the mailing address of the firm. An additional office of the firm is in Burbank, CA. The firm also has 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 8:30am to 4:30pm on Monday - Friday.