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General Counsel and Chief Compliance Officer · McMorgan & Company LLC

Andrew S Josef

CRD 4789945 · Named on Form ADV at one SEC-registered adviser

At a glance

McMorgan & Company LLC, an SEC-registered asset manager based in SAN Francisco, CA with $7.6 billion in regulatory assets, lists Andrew S Josef on its Form ADV as General Counsel and Chief Compliance Officer, a control person.

Firms and roles

  • McMorgan & Company LLCGeneral Counsel and Chief Compliance OfficerAsset manager · SAN Francisco, CA · $7.6B in regulatory assets

AtlasMembers

Andrew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.