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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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