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. The firm has been SEC-registered since 1996 and is owned by an individual principal. Its client focus is individuals and families, and it charges fees based on a percentage of assets under management. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. The firm does not position itself as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 5Juan Carlos Peralta
PartnerCRD 2231573
Don Eidam
PartnerCRD 1894769
Randall Maycock
PartnerCRD 2164531
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 76Active vs passive
$441M in ETFs
72%
$319M
22%
$122M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | Vanguard | Passive | Foreign Large Blend | $52.8M | 747,375 | 11.97% |
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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