other names
  • ROOF EIDAM MAYCOCK PERALTA LLC
  • ROOF EIDAM & MAYCOCK
  • ROOF, EIDAM & MAYCOCK, LLC
  • ROOF, EIDAM & MAYCOCK

Adviser Profile

As of Date 02/04/2025
ADV Location SAN FRANCISCO, CA, United States
Adviser Type - Large advisory firm
Number of Employees 8
of those in investment advisory functions 4
Registration SEC, Approved, 12/19/1996
AUM* 727,087,215 5%
of that, discretionary 727,087,215 20%
Private Fund GAV* 0
Avg Account Size 766,161 26%
% High Net Worth 73.21% -2%
SMA’s Yes
Private Funds 0
Contact Info 415 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

688M 590M 491M 393M 295M 197M 98M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker921943858 Stock NameVANGUARD TAX-MANAGED FDS $ Position$43,822,691 % Position10.00% $ Change6.00% # Change2.00%
Stck Ticker46641Q837 Stock NameJ P MORGAN EXCHANGE TRADED F $ Position$28,280,733 % Position6.00% $ Change36.00% # Change37.00%
Stck Ticker46641Q761 Stock NameJ P MORGAN EXCHANGE TRADED F $ Position$22,372,280 % Position5.00% $ Change-1.00% # Change-1.00%
Stck Ticker921908844 Stock NameVANGUARD SPECIALIZED FUNDS $ Position$21,477,172 % Position5.00% $ Change4.00% # Change2.00%
Stck Ticker922908736 Stock NameVANGUARD INDEX FDS $ Position$20,906,905 % Position5.00% $ Change1.00% # Change-1.00%
Stck Ticker922908751 Stock NameVANGUARD INDEX FDS $ Position$19,383,956 % Position4.00% $ Change1.00% # Change-1.00%
Stck Ticker72201R833 Stock NamePIMCO ETF TR $ Position$16,408,724 % Position4.00% $ Change32.00% # Change32.00%
Stck Ticker46641Q274 Stock NameJ P MORGAN EXCHANGE TRADED F $ Position$16,105,331 % Position4.00% $ Change4.00% # Change4.00%
Stck Ticker464287101 Stock NameISHARES TR $ Position$15,644,153 % Position4.00% $ Change3.00% # Change0.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$15,868,515 % Position4.00% $ Change6.00% # Change-1.00%

Brochure Summary