Roof, Eidam & Maycock, LLC

Roof, Eidam & Maycock, LLC (CRD# 106696) is a financial advisory firm headquartered in San Francisco, CA. They manage $448,900,000 in 1,031 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    449
    MILLION
  • Total Number of Accounts
    1,031
    ACCOUNTS
  • Average Account Value
    $435,403
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, NY, OH, OR, TX, WA

Financial Advisors at Roof, Eidam & Maycock, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Don H. Eidam
CRD#: 1894769
One Post Street, Suite 2725, San Francisco, CA 94104
96
Wealthminder
score

Don Eidam (CRD# 1894769) is an Investment Advisor Representative working at Roof, Eidam & Maycock, LLC in San Francisco, CA and has over 25 years of experience in the finance industry. Don Eidam has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Randall R. Maycock
CRD#: 2164531
One Post Street, Suite 2725, San Francisco, CA 94104
96
Wealthminder
score

Randall Maycock (CRD# 2164531) is an Investment Advisor Representative working at Roof, Eidam & Maycock, LLC in San Francisco, CA and has over 21 years of experience in the finance industry. Randall Maycock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Juancarlos Peralta
CRD#: 2231573
One Post Street, Suite 2725, San Francisco, CA 94104
96
Wealthminder
score

Juancarlos Peralta (CRD# 2231573) is an Investment Advisor Representative working at Roof, Eidam & Maycock, LLC in San Francisco, CA and has over 19 years of experience in the finance industry. Juancarlos Peralta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Gary E. Roof
CRD#: 1269924
One Post Street, Suite 2725, San Francisco, CA 94104
96
Wealthminder
score

Gary Roof (CRD# 1269924) is an Investment Advisor Representative working at Roof, Eidam & Maycock, LLC in San Francisco, CA and has over 31 years of experience in the finance industry. Gary Roof has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Paolo D. Ferretti
CRD#: 5844860
One Post Street #2725, San Francisco, CA 94104
90
Wealthminder
score

Paolo Ferretti (CRD# 5844860) is an Investment Advisor Representative working at Roof, Eidam & Maycock, LLC in San Francisco, CA and has 1 year of experience in the finance industry. Paolo Ferretti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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