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James William Broderick

MORGENTHALER MANAGEMENT CORPORATION·MENLO PARK, California
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2710 SAND HILL ROAD, MENLO PARK, CA 94025-7020CRD# 6027390Firm CRD# 161509
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About

James William Broderick is a registered financial advisor based in MENLO PARK, California, affiliated with MORGENTHALER MANAGEMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
MORGENTHALER MANAGEMENT CORPORATION
MORGENTHALER MANAGEMENT CORPORATION
AUM
$107M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at MORGENTHALER MANAGEMENT CORPORATION →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Other: PERCENTAGE OF COMMITTED CAPITAL & BOARD FEES
Regulatory
SEC/IARD CRD# 6027390
Firm CRD# 161509
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James William Broderick offer?
James William Broderick specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.
What are James William Broderick's credentials?
James William Broderick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James William Broderick located?
James William Broderick is based in MENLO PARK, California, working with MORGENTHALER MANAGEMENT CORPORATION. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does James William Broderick charge for services?
James William Broderick's firm is compensated through percentage of aum, performance-based fees, other: percentage of committed capital & board fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MORGENTHALER MANAGEMENT CORPORATION?
MORGENTHALER MANAGEMENT CORPORATION has approximately 14 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Mark Greenstein — DRAPER FISHER JURVETSON MANAGEMENT, LLCDonald F Wood — DFJ MANAGEMENT, LLCWarren Packard — DRAPER FISHER JURVETSON MANAGEMENT, LLCPaul Alfred Ferris — AZURE CAPITAL PARTNERS LPRhona Thompson — SIGNIA MANAGEMENT COMPANY, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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