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ROOF EIDAM MAYCOCK PERALTA LLC
CRD 106696 · SEC 801-53480
235 PINE ST., SUITE 1200, SAN FRANCISCO, CA, 94104, United States
Phone
415-788-4600
Fax
415-788-4606
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$804.9M
Discretionary AUM
$804.9M
Team
10 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $51.8M |
| High net worth individuals | 194 | $743.3M |
States served
CA, DC, LA, NY, OR, WA
All web addresses on file
Official SEC filing: View on IAPD