ROOF EIDAM MAYCOCK PERALTA LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 106696
- Registered since
- December 19, 1996
- Website
- www.rempadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.35%
- Individuals6.43%
- Corporations / Businesses1.22%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Roof Eidam Maycock Peralta LLC is an independent registered investment adviser organized as an LLC and operating since 1996. The firm serves individual and family clients, charging fees as a percentage of assets under management, and focuses its advisory work on financial planning, portfolio management for individuals and small businesses, and pension consulting. It is owner-operated (individual owner), does not act as a capital allocator, and is not positioned as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities12%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
1 of 1Michael Hart
Chief Compliance OfficerCRD 7975496
Contacts
3 of 5DON EIDAM
PartnerCRD 1894769
JUAN CARLOS PERALTA
Investment Advisor RepresentativeCRD 2231573
Thomas Owens
ParaplannerCRD 7437579
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$355M in ETFs
73%
$259M
21%
$95.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $46.5M | 725,135 | 13.10% |
Location
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 235 Pine St
- Time zone
- PT (UTC-8)
- Office locations
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