AdvisorOS Directory
Claim Profile
DE

Don Henry Eidam

ROOF EIDAM MAYCOCK PERALTA LLC·SAN FRANCISCO, California
Unclaimed Profile
235 PINE ST., SAN FRANCISCO, CA 94104CRD# 1894769Firm CRD# 106696
01

About

Don Henry Eidam is a registered financial advisor based in SAN FRANCISCO, California, affiliated with ROOF EIDAM MAYCOCK PERALTA LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Don

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Don is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
ROOF EIDAM MAYCOCK PERALTA LLC
ROOF EIDAM MAYCOCK PERALTA LLC
AUM
$693M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at ROOF EIDAM MAYCOCK PERALTA LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1894769
Firm CRD# 106696
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Don Henry Eidam offer?
Don Henry Eidam specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are Don Henry Eidam's credentials?
Don Henry Eidam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Don Henry Eidam located?
Don Henry Eidam is based in SAN FRANCISCO, California, working with ROOF EIDAM MAYCOCK PERALTA LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Don Henry Eidam charge for services?
Don Henry Eidam's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROOF EIDAM MAYCOCK PERALTA LLC?
ROOF EIDAM MAYCOCK PERALTA LLC has approximately 8 employees and manages $693M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ROOF EIDAM MAYCOCK PERALTA LLC

Juan Carlos Peralta
SAN FRANCISCO, CA
Gary Edmund Roof
SAN FRANCISCO, CA
Michael Alexander Hart
SAN FRANCISCO, CA
Randall Robert Maycock
SAN FRANCISCO, CA

More Advisors in SAN FRANCISCO, California

Eric Chad Pollack
LEGATO CAPITAL MANAGEMENT, LLC·SAN FRANCISCO, CA
Keiko Kai
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
David Kwan
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
Jane Jinwen Su
BLUM CAPITAL PARTNERS LP·SAN FRANCISCO, CA
Karen Wong
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
Lynn Barbara Spang
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)PASADENA (247)
City Guides
LOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile