Roach Investment Services

Roach Investment Services (CRD# 134128) is a financial advisory firm headquartered in San Mateo, CA. They manage $43,993,800 in 163 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
177 Bovet Road, Suite 600, San Mateo, CA 94402
https://www.linkedin.com/in/paul-roach-49687242/
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    163
    ACCOUNTS
  • Average Account Value
    $269,901
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Roach Investment Services
Showing 1 - 1 of 1 top financial advisors.
1
Paul Roach, financial advisor San Mateo CA
Paul D. Roach
CRD#: 2934937
177 Bovet Road, Suite 600, San Mateo, CA 94402

Paul Roach (CRD# 2934937) is an Investment Advisor Representative working at Roach Investment Services in San Mateo, CA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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