MORGENTHALER MANAGEMENT CORPORATION

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

About 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
Firm CRD#:

161509

Firm SEC#:

801-73546

Assets Under Management:

$106,742,707

No. of Clients:

3

Advisory Services Provided:

Portfolio management for pooled investment vehicles

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in California, portola-valley

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© Copyright 2026 WiserAdvisor.com. All Rights Reserved.