CRD: 106696
Roof Eidam Maycock Peralta LLC
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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-19-1996
- Office Locations
- 2
Office Locations
About Roof Eidam Maycock Peralta LLC
Roof Eidam Maycock Peralta (REMP) is an SEC-registered RIA in San Francisco providing referral-only, “life planning”–led wealth management. The firm delivers comprehensive planning (retirement, tax and estate coordination, risk/insurance, and cash-flow planning) alongside disciplined asset management. Portfolios use strategic and tactical asset allocation with ongoing monitoring and risk tools to manage volatility. Supports clients on Schwab/LPL and uses eMoney for planning.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
DON HENRY EIDAM JR
GENERAL PARTNER
- CRD
- #1894769
- Ownership
- 25% but less than 50%
RANDALL ROBERT MAYCOCK
GENERAL PARTNER, Partner
- CRD
- #2164531
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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Thomas Darcy Owens
--
- CRD
- #7437579
Showing 1 of 6 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $804,912,358 | $796,155 |
| Non-Discretionary | $0 | -- |
| Total | $804,912,358 | $796,155 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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