B.A. ROBERTS FINANCIAL SERVICES, INC.
SEC Form ADV profile.
Total regulatory AUM
$373,879,035
Discretionary
$346,141,631
Non-discretionary
$27,737,404
Firm details
- CRD number
- 289856
- SEC file number
- 801-112254
- Main office
- MARQUETTE, MI, United States
- Employees
- 8
- SEC status
- Approved
- Website
- HTTP://BAROBERTS.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.