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Menke Investment Advisors

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Business Details

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General Info:
Menke & Associates specializes in designing and installing employee stock ownership plans. The firm offers comprehensive services needed to design and install an ESOP, including structuring, legal and tax compliance, valuation, documentation, debt capital raising, employee communication and administration. It has designed and installed more than 2,000 ESOPs since 1974. Menke prepares and provides various employee communications materials, including general explanation booklets, which explain the background and philosophy of ESOPs, and summary plan descriptions, which explain the technical aspects of the plan. Through its wholly owned subsidiary, Menke Capital Corp., the firm provides investment banking services with respect to ESOP transactions, including raising and structuring of bank debt. Menke & Associates is headquartered in San Francisco, and operates offices throughout the United States in Delaware, Georgia, California, Illinois and Oregon.
Extra Phones:

Phone: (415) 268-2200

Phone: (415) 318-1020

Neighborhoods:
Financial District, Northeast San Francisco
AKA:

TRI Investment Advisors

Categories:
Investment Securities, Financial Planners, Mutual Funds, Retirement Planning Services, Financial Planning Consultants, Investment Advisory Service, Investment Management, Investments, Financial Services, Financing Consultants

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Menke Investment Advisors

255 California StSan FranciscoCA 94111

(415) 576-8120

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Menke Investment Advisors

255 California StSan FranciscoCA 94111

(415) 576-8120

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