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Building 2B.A. ROBERTS FINANCIAL SERVICES, INC.

Map pinMARQUETTE, MI
Phone(906) 228-5564
NotebookSEC #801-112254
Total AUM
$373.9M
Employees
8
Clients
1,346

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
989 WEST WASHINGTON STREET
SUITE 101
MARQUETTE
MI 49855
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(906) 228-5564

ReceiptFinancials

Total AUM
$373.9M
Accounts
1,583
Discretionary
$346.1M
Accounts
1,578
Non-Discretionary
$27.7M
Accounts
5

ContactClients

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Individual Clients
1,210
AUM
$85.3M
HNW Individual Clients
134
AUM
$276.1M
Pension/Profit Sharing Plan Clients
1
AUM
$11.7M
Charitable Organization Clients
1
AUM
$753.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILLAMIMNTXVAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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