MORGENTHALER MANAGEMENT CORPORATION

PORTOLA VALLEY, California·4 registered advisors·CRD# 161509
SEC# 801-735460650-388-7600
01

Firm Overview

AUM
$107M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: PERCENTAGE OF COMMITTED CAPITAL & BOARD FEES
03

Specialties

Retirement Planning
04

Advisors at MORGENTHALER MANAGEMENT CORPORATION

4 registered advisors
Ching Mei Wu
PORTOLA VALLEY, California
James William Broderick
MENLO PARK, California
Robert Caldwell Bellas
PORTOLA VALLEY, California
Terrye L Bellas
PORTOLA VALLEY, California
05

Office Locations

PORTOLA VALLEY, California
3 advisors
MENLO PARK, California
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. MORGENTHALER MANAGEMENT CORPORATION (CRD# 161509) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.