# ROACH INVESTMENT SERVICES

ROACH INVESTMENT SERVICES of SAN MATEO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 134128
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134128/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134128/similar
- Related entities: https://search.stillhousedata.com/firm/134128/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134128

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.