1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ROOF EIDAM MAYCOCK PERALTA LLC

Map pinSAN FRANCISCO, CA
Phone415-788-4600
NotebookSEC #801-53480
Total AUM
$804.9M
Employees
10
Clients
297

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
235 PINE ST.
SUITE 1200
SAN FRANCISCO
CA 94104
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
415-788-4600

ReceiptFinancials

Total AUM
$804.9M
Accounts
1,011
Discretionary
$804.9M
Accounts
1,011
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
102
AUM
$51.8M
HNW Individual Clients
194
AUM
$743.3M
Corporation or Business Clients
1
AUM
$9.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCLANYORWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account