A complete list of active advisors currently associated with Roof Eidam Maycock Peralta LLC
Warmer can help you find a great advisor at Roof Eidam Maycock Peralta LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Roof Eidam Maycock Peralta LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Francisco, CA
| 29
| |
San Francisco, CA
| 29
| |
San Francisco, CA
| 4
| |
San Francisco, CA
| 29
| |
San Francisco, CA
| 29
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")