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McMorgan & Company

McMorgan & Company

投资管理

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Since its founding in 1969, McMorgan & Company has helped secure the financial future of our clients, while proudly supporting the causes and initiatives they value most. 200+ client relationships $10.6 billion in assets* 15+ year average client tenure 50+ years of proactively supporting client mission statements, causes, and objectives *Data as of September 30, 2024. Numbers may not sum due to rounding. The $10.6 billion includes approximately $7.2 billion of regulatory assets under management and an additional approximately $3.4 billion of assets for which McMorgan acts solely as client service agent.

网站
https://www.mcmorgan.com
所属行业
投资管理
规模
11-50 人
类型
私人持股
创立
1969
领域
Taft-Hartley Plans、Investment Management和Retirement Plan Services

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