Overview
Assets Under Management: $727 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 194
Average Client Assets: $4 million
Frequently Asked Questions
ROOF EIDAM MAYCOCK PERALTA LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106696), ROOF EIDAM MAYCOCK PERALTA LLC is subject to fiduciary duty under federal law.
ROOF EIDAM MAYCOCK PERALTA LLC is headquartered in SAN FRANCISCO, CA.
ROOF EIDAM MAYCOCK PERALTA LLC serves 194 high-net-worth clients according to their SEC filing dated February 04, 2025. View client details ↓
According to their SEC Form ADV, ROOF EIDAM MAYCOCK PERALTA LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
ROOF EIDAM MAYCOCK PERALTA LLC manages $727 million in client assets according to their SEC filing dated February 04, 2025.
According to their SEC Form ADV, ROOF EIDAM MAYCOCK PERALTA LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 194
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.16
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 949
Discretionary Accounts: 949
Regulatory Filings
CRD Number: 106696
Last Filing Date: 2025-02-04 00:00:00
Website: https://rempadvisors.com