Roof Eidam Maycock Peralta LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Roof Eidam Maycock Peralta LLC advises individual investors, charitable organizations and institutional clients, providing discretionary investment management, financial planning and retirement plan consulting. The firm offers portfolio construction, regular review meetings and quarterly performance reports as part of its ongoing advisory services.
The firm manages all client assets in-house and builds customized portfolios and model allocations tailored to each client’s stated risk tolerance, using fundamental, technical and cyclical analysis and a mix of mutual funds, ETFs and individual securities. Portfolios may employ margin and options strategies (including covered and uncovered writing) and are reviewed at least annually, with more frequent contact available as client needs or market conditions warrant.
Distinctively, REMP operates a wrap-fee program and manages client accounts exclusively on a wrap basis, with the firm covering trading costs for wrap clients—an arrangement that is uncommon among comparable team firms. The firm also discloses that its representatives hold insurance licenses and rebate any commissions against advisory fees, and it relies on custodial relationships with Schwab and LPL that provide technology, research and operational support.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25% $10,000,001+: 0.15%
Account minimum: $500,000
Main office
235 Pine Street, Suite 1200
San Francisco CA 94104
Advisors at this office
5
Most active in
California · District of Columbia · Louisiana · New York · Oregon · Washington
Also doing business as
Roof Eidam & Maycock · Roof Eidam Maycock Peralta LLC · Roof, Eidam & Maycock · Roof, Eidam & Maycock, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Thomas O
CFP®, Series 65
San Francisco, CA
Roof Eidam Maycock Peralta LLC
Thomas Owens is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Roof Eidam Maycock Peralta LLC since 2025 and previously held positions at Burton Enright Welch, Garde Capital, and Seattle University. Prior to entering financial advising, he spent four years at Look Left Marketing. Roof Eidam Maycock Peralta LLC advises individual investors, charitable organizations, and institutional clients with discretionary investment management, financial planning, and retirement plan consulting. The firm manages all client assets in-house, offering customized portfolios that incorporate fundamental, technical, and cyclical analysis, and operates a wrap-fee program that covers trading costs for clients.
Juan Carlos P
CFP®, Series 63
San Francisco, CA
Roof Eidam Maycock Peralta LLC
Juan Carlos Peralta is a CFP® with 28 years of industry experience, currently serving at Roof Eidam Maycock Peralta LLC since 2009. He is based in San Francisco, CA, and holds a Series 63 license. Roof Eidam Maycock Peralta LLC provides discretionary investment management, financial planning, and retirement plan consulting to individual investors, charitable organizations, and institutional clients. The firm manages all client assets in-house, creating customized portfolios that incorporate fundamental, technical, and cyclical analysis, and operates a wrap-fee program covering trading costs for clients.
Gary R
CFP®, Series 63, Series 65
San Francisco, CA
Roof Eidam Maycock Peralta LLC
Gary Roof is a CFP® professional with 29 years of experience in the financial industry. He has been with Roof Eidam Maycock Peralta LLC since 2009. The firm advises individual investors, charitable organizations, and institutional clients by providing discretionary investment management, financial planning, and retirement plan consulting. Roof Eidam Maycock Peralta LLC manages all client assets in-house, constructing customized portfolios using fundamental, technical, and cyclical analysis, and operates a wrap-fee program that covers trading costs for its clients.
Randall M
CFP®, Series 63
San Francisco, CA
Roof Eidam Maycock Peralta LLC
Randall Maycock is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has been with Roof Eidam Maycock Peralta LLC since 2009, where he is part of a five-advisor team based in San Francisco, CA. Roof Eidam Maycock Peralta LLC provides discretionary investment management, financial planning, and retirement plan consulting to individual investors, charitable organizations, and institutional clients. The firm manages client assets in-house, using customized portfolios that incorporate fundamental, technical, and cyclical analysis, and operates a wrap-fee program covering trading costs for its clients.
Don E
CFP®, Series 63
San Francisco, CA
Roof Eidam Maycock Peralta LLC
Don Eidam Jr. is a CFP® with 29 years of industry experience and has been with Roof Eidam Maycock Peralta LLC since 2009. He is based in San Francisco, CA, and holds a Series 63 designation. Roof Eidam Maycock Peralta LLC serves individual investors, charitable organizations, and institutional clients by providing discretionary investment management, financial planning, and retirement plan consulting. The firm builds customized portfolios using a combination of fundamental, technical, and cyclical analysis and manages accounts exclusively on a wrap-fee basis, covering trading costs for wrap clients.
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