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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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