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Juan Carlos Peralta

ROOF EIDAM MAYCOCK PERALTA LLC·SAN FRANCISCO, California
Unclaimed Profile
235 PINE ST., SAN FRANCISCO, CA 94104CRD# 2231573Firm CRD# 106696
01

About

Juan Carlos Peralta 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

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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# 2231573
Firm CRD# 106696
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other Advisors at ROOF EIDAM MAYCOCK PERALTA LLC

Don Henry Eidam
SAN FRANCISCO, CA
Gary Edmund Roof
SAN FRANCISCO, CA
Michael Alexander Hart
SAN FRANCISCO, CA
Randall Robert Maycock
SAN FRANCISCO, CA

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Research
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