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
By the Numbers
-
Total Assets Under Management44MILLION
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Total Number of Accounts163ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Roach Investment Services
1
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.
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