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| Keyboard |
| BA Roberts Financial Services Inc
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|---|---|
| CRD # | 289856 |
| SEC # | 801-112254 |
| CIK # | |
| AUM | 373.9 M (2026-03-25) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 906-228-5564 |
| Address | 989 West Washington Street Marquette, MI 49855 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,210 | 85.3 |
| (b) Individuals (high net worth individuals) | 134 | 276.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 11.7 |
| (h) Charitable organizations | 0 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,583 | 373.9 |
| By Discretionary | ||
| Discretionary | 1,578 | 346.1 |
| Non-Discretionary | 5 | 27.7 |
| Total | 1,583 | 373.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 373.9 | |
| Total | 1,583 | 373.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cibest Capital Advisory Services LLC
✚
|
FL | 374.8 M |
|
Strategent Financial LLC
✚
|
VA | 374.7 M |
|
The Pitti Group Wealth Management LLC
✚
|
NY | 374.3 M |
|
Comprehensive Wealth Solutions LLC
✚
|
FL | 374.3 M |
|
Aurora Private Wealth Inc
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|
NJ | 374.0 M |
|
Demars Financial Group LLC
✚
|
WA | 374.0 M |
|
Torren Management LLC
✚
|
CA | 373.5 M |
|
Morey & Quinn Wealth Partners LLC
✚
|
NE | 373.4 M |
|
UniWealth Advisors Inc
✚
|
373.2 M | |
|
Kunath Karren Rinne & Atkin LLC
✚
|
WA | 373.0 M |