ROACH INVESTMENT SERVICES

ROACH INVESTMENT SERVICES of SAN MATEO, CA is an SEC-registered investment adviser (CRD 134128). Regulatory assets under management: $55.9M.

Registration

• CRD: 134128
• Type: Registered investment adviser
• Location: 177 BOVET ROAD, SUITE 600, SAN MATEO, CA, 94402
• Phone: 650-638-2339
• Latest filing: 2026-06-09
• Regulatory AUM: $55.9M
• Discretionary AUM: $55.9M
• Clients: 1
• Accounts: 59

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134128 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search