Randall
Maycock

Roof Eidam Maycock Peralta LLC

CRD#2164531
Investment Advisor
in San Francisco, CA

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About this Advisor

Randall Maycock is a financial advisor based in San Francisco, California, working with Roof Eidam Maycock Peralta LLC. Randall has previously held a position at Roof, Eidam, Maycock & Peralta, LLC. Randall has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Randall is part of Roof Eidam Maycock Peralta LLC, which operates out of San Francisco, California. The firm has 8 employees and manages assets totaling $693.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Roof Eidam Maycock Peralta LLC includes asset-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

235 Pine St. Suite 1200
San Francisco, CA 94104

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Roof Eidam Maycock Peralta LLC Brokerage Details

Total Assets Under Management

$693,059,780

CA Average: $7,578,581,321
Total Number of Employees

8

CA Average: 43
Total Number of Accounts

997

CA Average: 3,727
Average Account Size

$695,145

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Randall Maycock Work History

2009 - Present (16 years)

Roof, Eidam, Maycock & Peralta, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Randall Maycock to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Roof Eidam Maycock Peralta LLC

Don Eidam
San Francisco, CA
Gary Roof
San Francisco, CA
Juan Carlos Peralta
San Francisco, CA
Randall Maycock
San Francisco, CA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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