B.a. Roberts Financial Services, Inc.
B.a. Roberts Financial Services, Inc. is an SEC-registered mass-market adviser in Marquette, MI with $373.9M assets under management (AUM, regulatory AUM), -41% over one year. See who owns B.a. Roberts Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289856, SEC 801-112254, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $373.9M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Marquette, MI
- Employees
- 8
- Clients
- 1,344
- CRD
- 289856
- Ownership
- ROBERTS, BRUCE, ALLAN; ROBERTS FINANCIAL SERVICES, INC.; MOMMAERTS, JON, CHARLES; MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.; CARRICK, STEFANY, LYNN
How much AUM does B.a. Roberts Financial Services, Inc. have?
B.a. Roberts Financial Services, Inc. reported $373.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns B.a. Roberts Financial Services, Inc.?
Disclosed owners and executives of B.a. Roberts Financial Services, Inc. include ROBERTS, BRUCE, ALLAN, ROBERTS FINANCIAL SERVICES, INC., MOMMAERTS, JON, CHARLES, MOMMAERTS MAHANEY FINANCIAL SERVICES, INC., CARRICK, STEFANY, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.