ROOF EIDAM MAYCOCK PERALTA LLC

235 Pine St.
Suite 1200
San Francisco, California 94132
Tel: 415-788-4600

About ROOF EIDAM MAYCOCK PERALTA LLC

ROOF EIDAM MAYCOCK PERALTA LLC, formally registered with the SEC as ROOF EIDAM MAYCOCK PERALTA LLC. The firm was established in 12/19/1996. They have over 1 offices throughout the country.

ROOF EIDAM MAYCOCK PERALTA LLC is a San Francisco, California based Financial Planning firm with nearly $727,087,215 assets under management, offering retirement planning & investment advisory services to 949 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106696
SEC#	801-53480
Assets Managed by Firm	$727,087,215
No. of Clients	949
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	949	$727,087,215
Individuals (other than high net worth individuals)	67	$30,508,588
High net worth individuals	194	$684,633,204
Corporations or other businesses	Fewer than 5 clients	$11,945,423

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