Menke Investment AdvisorsAdd to mybook
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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
- Financial District, Northeast San Francisco
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