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David Lance Roberts

SAGE HILL CAPITAL L.L.C.·ANN ARBOR, Michigan
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333 S. MAIN ST., ANN ARBOR, MI 48104CRD# 4678268Firm CRD# 155016
01

About

David Lance Roberts is a registered financial advisor based in ANN ARBOR, Michigan, affiliated with SAGE HILL CAPITAL L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SAGE HILL CAPITAL L.L.C.
SAGE HILL CAPITAL
AUM
$153M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at SAGE HILL CAPITAL L.L.C. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4678268
Firm CRD# 155016
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Lance Roberts offer?
David Lance Roberts specializes in Financial Planning, Investment Management. Contact their office in ANN ARBOR, Michigan for a consultation.
What are David Lance Roberts's credentials?
David Lance Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lance Roberts located?
David Lance Roberts is based in ANN ARBOR, Michigan, working with SAGE HILL CAPITAL L.L.C.. Their office serves clients in the ANN ARBOR metropolitan area and surrounding communities.
How does David Lance Roberts charge for services?
David Lance Roberts's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAGE HILL CAPITAL L.L.C.?
SAGE HILL CAPITAL L.L.C. has approximately 2 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SAGE HILL CAPITAL L.L.C.

Peter Ctirad Uher
ANN ARBOR, MI
Frederick Christopher Fragner
ANN ARBOR, MI
Matthew Emanuel Ward
ANN ARBOR, MI

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Research
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