Unclaimed Profile

Juan Carlos Peralta

ROOF EIDAM MAYCOCK PERALTA LLC·SAN FRANCISCO, California

Series 7, Series 63Clean record29 years registeredROOF EIDAM MAYCOCK PERALTA LLC

235 PINE ST., SAN FRANCISCO, CA 94104CRD# 2231573Firm CRD# 106696

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Juan Carlos Peralta · SAN FRANCISCO, CA

Registration

CRD #2231573 · ROOF EIDAM MAYCOCK PERALTA LLC · 29 years registered

Brand Profile

Not yet started

Career History

ROOF EIDAM MAYCOCK PERALTA LLC

Jul 1997 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROOF EIDAM MAYCOCK PERALTA LLC

CRD 106696 · SEC 801-53480

AUM

$693M

Regulatory assets under management

Employees

997 client accounts

Services offered by ROOF EIDAM MAYCOCK PERALTA LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ROOF EIDAM MAYCOCK PERALTA LLC →

Introduction

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Frequently Asked Questions

What services does Juan Carlos Peralta offer?

Juan Carlos Peralta specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.

What are Juan Carlos Peralta's credentials?

Juan Carlos Peralta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Juan Carlos Peralta located?

Juan Carlos Peralta 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 Juan Carlos Peralta charge for services?

Juan Carlos Peralta'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.

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