$55.9M Total AUM
$55.9M Disc. AUM
-- 3Y CAGR
1 Employees
119 ADV. Clients
10 yrs Firm Age
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- Custodian
- Fidelity/NFS · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-11-2016
- Office Locations
- 1
Office Locations
177 Bovet Road, Suite 600 SAN Mateo CA
About Roach Investment Services
Roach Investment Services is a fee-only, independent RIA providing customized financial planning and ongoing discretionary investment management for individuals, families, and entrepreneurs, with a focus on retirement and long-term wealth goals. Led by CFP® Paul Roach (advisor since 1998), RIS uses an open-architecture approach and typically builds portfolios with an ETF-heavy core complemented by fixed income and cash as needed.
Team overview
46 AVG AGE
$55.9M AVG AUM / ADVISOR
$470.0K AVG AUM / CLIENT
8.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
PAUL DOUGLAS ROACH
President
- CRD
- #2934937
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,927,937 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,927,937 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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