Mcmorgan & Company LLC

$7.61BAssets under management
as of Sep 2026 · SEC Form ADV
San Francisco, CA
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Tech stack

No one at Mcmorgan & Company LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
U.S. Bank
Per Form ADV · $1.7B held · filed Dec 2024
Amalgamated Bank
Per Form ADV · $658M held · filed Dec 2024
The Northern T. Company
Per Form ADV · $619M held · filed Dec 2024