Overview
Assets Under Management: $342 million
Headquarters: MARQUETTE, MI
High-Net-Worth Clients: 3
Average Client Assets: $87 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.58
Average High-Net-Worth Client Assets: $87 million
Total Client Accounts: 1,532
Discretionary Accounts: 1,528
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 289856
Filing ID: 2006523
Last Filing Date: 2025-08-26 16:36:00
Website: https://baroberts.com