关于我们
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
McMorgan & Company的外部链接
- 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