# B.A. Roberts Financial Services

B.A. Roberts Financial Services is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/robertsfinancialservices

## Regulatory record

- **CRD number:** 289856
- **SEC file number:** 801-112254
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289856

## About

B.A. Roberts Financial Services, Inc. is an SEC-registered investment adviser in Marquette, MI, registered since 2018. The firm manages $374 million in assets, with $346 million on a discretionary basis. It has 8 employees and 3 investment advisers.

## Questions

### How can an allocator or GP engage with B.A. Roberts Financial Services?

There is no known pathway. The office has no public contact information, no known intermediaries, and no track record of responding to inbound investment opportunities. For practical purposes, it is an unreachable allocator within the institutional investment landscape.

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Last updated: 2026-07-06T01:24:11.973Z

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