Morgenthaler Management Corporation
Answer a few questions and
get matched with an advisor.
Learn more about Morgenthaler Management Corporation
Overview
Morgenthaler Management Corporation is an advisory firm based in Portola Valley, California. It oversees $175.9 million in assets under management over three client accounts, placing it in the mid-tier of financial advisory firms in the United States by assets under management (AUM). The company has a small team, including 9 financial advisors. Morgenthaler Management Corporation is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets such as stocks, bonds and options.
Morgenthaler Management Corporation administers all of the company's client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes transaction judgments without requiring client permission. The investment advisory firm's average account size is $58.6 million. The average advisor at Morgenthaler Management Corporation manages fewer than one client account, placing it among the most personalized firms in the country.
The company's headquarters is at 3200 Alpine Road, Portola Valley, California 94028. The firm is legally registered to serve investors throughout a number of states, including California, Colorado and Ohio.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Morgenthaler Management Corporation by the Numbers
$175.9 million
14
3
$58.6 million
Fee Structure
A financial advisor's fees usually depend on which services the firm provides the client. Fees charged by Morgenthaler Management Corporation likely consist of some combination of the following fee structures: asset-based, performance-based or other. Morgenthaler Management Corporation does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Morgenthaler Management Corporation works with pooled investment vehicles. Out of its three accounts, Morgenthaler Management Corporation's largest client group is pooled investment vehicles. None of the company's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Morgenthaler Management Corporation does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.