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| Roof Eidam Maycock Peralta LLC
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|
|---|---|
| CRD # | 106696 |
| SEC # | 801-53480 |
| CIK # | |
| AUM | $615.8 MM (2023-03-20) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 415-788-4600 |
| Address | 235 Pine St San Francisco, CA 94104 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 37.7 |
| (b) Individuals (high net worth individuals) | 239 | 571.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,016 | 615.8 |
| By Discretionary | ||
| Discretionary | 1,002 | 603.7 |
| Non-Discretionary | 14 | 12.1 |
| Total | 1,016 | 615.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 615.3 | |
| Total | 1,016 | 615.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wedgewood Partners Inc
✚
|
MO | 0.6 |
|
Sterling Investment Advisors Ltd
✚
|
PA | 0.6 |
|
Whitegate Investment Counselors Inc
✚
|
NH | 0.6 |
|
Sage Rhino Capital LLC
✚
|
CA | 0.6 |
|
Founders Financial Alliance LLC
✚
|
NC | 0.6 |
|
Lynch & Associates Inc
✚
|
IN | 0.6 |
|
Benchmark Financial Wealth Advisors LLC
✚
|
FL | 0.6 |
|
Symphony Financial Ltd Co
✚
|
TX | 0.6 |
|
Paradigm Financial Partners LLC
✚
|
CT | 0.6 |
|
GKFO LLC
✚
|
PA | 0.6 |