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Martin Sanford Roher

ROHER, MARTIN S.·SAN FRANCISCO, California
Clean record10 years registeredROHER, MARTIN S.
555 MONTGOMERY STREET, SAN FRANCISCO, CA 94111CRD# 817633Firm CRD# 159608

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Martin Sanford Roher · SAN FRANCISCO, CA
Registration
CRD #817633 · ROHER, MARTIN S. · 10 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: ROHER, MARTIN S.
Aug 2016Jan 2019
San Francisco, CA
02

Registrations & Exams

Registration record
First registered · August 8, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ROHER, MARTIN S.
CRD 159608 · SEC 801-73048
AUM
$86M
Regulatory assets under management
Employees
1
12 client accounts
Services offered by ROHER, MARTIN S.
Per Form ADV
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
Introduction

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05

Frequently Asked Questions

What services does Martin Sanford Roher offer?
Martin Sanford Roher specializes in Investment Management, Retirement Planning.
What are Martin Sanford Roher's credentials?
Martin Sanford Roher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Martin Sanford Roher located?
Martin Sanford Roher is based in SAN FRANCISCO, California, last registered with ROHER, MARTIN S..
How does Martin Sanford Roher charge for services?
Martin Sanford Roher's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROHER, MARTIN S.?
ROHER, MARTIN S. has approximately 1 employees and manages $86M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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