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 a limited liability company and operating under individual ownership. The firm has been SEC-registered since 1996 and serves primarily individual and family clients on a fee basis tied to assets under management. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Roof Eidam Maycock Peralta LLC is not identified as an active ESG investor and does not present itself as a capital allocator.
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 5
Don Eidam
PartnerCRD 1894769
Juan Carlos Peralta
PartnerCRD 2231573
Thomas Owens
ParaplannerCRD 7437579
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$421M in ETFs
76%
$318M
19%
$103M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $53.1M | 745,582 | 12.61% |
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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