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 $9.8 billion in assets* 15+ year average client tenure 50+ years of proactively supporting client mission statements, causes, and objectives *Data as of June 30, 2023. Numbers may not sum due to rounding. The $9.8 billion includes approximately $6.2 billion of regulatory assets under management and an additional approximately $3.6 billion of assets for which McMorgan acts solely as client service agent.
