Juan carlos Peralta
Investment adviser representative at Roof Eidam Maycock Peralta LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$804.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Roof, Eidam, Maycock & Peralta, LLCMay 2009 to now
- Roof Eidam Maycock Peralta LLCJul 1997 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (CA).
Roof Eidam Maycock Peralta LLC
$804.9MAssets managed
296Clients
5Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2231573
- Firm CRD
- 106696