Roof Eidam Maycock Peralta, LLC

EST. AUM
$804,912,358

CONTACTS
4

CLIENT ACCOUNTS
1,011

Firm Details

Metro area San Francisco
CRD Number 106696
Website rempadvisors.com
Client types

Overview

Roof Eidam Maycock Peralta (REMP) is an independent financial advisory firm that offers unbiased financial planning and investment advice tailored to clients' unique circumstances and wealth philosophy. The firm manages portfolios using both strategic and tactical asset allocation strategies, adapting to current economic and market conditions. REMP aims to deliver competitive returns while minimizing volatility compared to relevant benchmarks. Portfolios are continuously monitored, with risk management tools employed to help mitigate volatility when appropriate. With decades of experience, REMP's partners bring deep expertise to financial planning and remain committed to ongoing professional development through rigorous continuing education programs.

Platform Details

Investment Preferences

Alternative Activity