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MORGENTHALER MANAGEMENT CORPORATION

Tel: 650-388-7600
3200 Alpine Road
Portola Valley, California  94028

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MORGENTHALER MANAGEMENT CORPORATION

MORGENTHALER MANAGEMENT CORPORATION is a Portola Valley, California based financial advisory firm with nearly $106,742,707 in assets under management and provides investment advisory services for 3 clients. There are currently 14 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM, Performance Based, Other (PERCENTAGE OF COMMITTED CAPITAL & BOARD FEE

Firm CRD#:

161509

SEC#:

801-73546

No. of Clients:

3

Assets under Management

$106,742,707

No. of Advisors:

14

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