サインイン 無料でサインアップします。

Roof Eidam & Maycock (San Francisco)


Roof Eidam & Maycock is a large advisory firm based in San Francisco. It manages $348.99 million of regulatory assets for 2,012 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, New York, and 3 other states.

Logo



Roof Eidam & Maycock provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Roof Eidam & Maycock: assets under management

The assets under management (AUM) of Roof Eidam & Maycock is $348.99 million. The firm's AUM has grown by 136% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $345.61 million in discretionary accounts and $3.38 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $171.86 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.38 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Roof Eidam & Maycock for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Roof Eidam & Maycock performs its advisory services is located at 1 Post Street, San Francisco, CA 94104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-788-4600 or by fax 415-788-4606. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.roofeidammaycock.com.


Registered investment advisers similar to Roof Eidam & Maycock