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ROACH INVESTMENT SERVICES
ROACH, PAUL, DOUGLAS
CRD 134128
177 BOVET ROAD, SUITE 600, SAN MATEO, CA, 94402, United States
Phone
650-638-2339
Fax
650-523-8500
Registration
— (—)
Source
State registered
Total AUM
$55.9M
Discretionary AUM
$55.9M
Team
1 total employees; 1 advisory reps; 60 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $4.0M |
| High net worth individuals | 38 | $51.9M |
All web addresses on file
Official SEC filing: View on IAPD