Unclaimed Profile

Stephen Edward Roberts

NORTHPOINTE CAPITAL LLC·BLOOMFIELD HILLS, Michigan

Clean recordNORTHPOINTE CAPITAL LLC

39400 WOODWARD, BLOOMFIELD HILLS, MI 48304CRD# 2066814Firm CRD# 109383

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Edward Roberts · BLOOMFIELD HILLS, MI

Registration

CRD #2066814 · NORTHPOINTE CAPITAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Stephen Edward Roberts is a registered financial advisor based in BLOOMFIELD HILLS, Michigan, affiliated with NORTHPOINTE CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

NORTHPOINTE CAPITAL LLC

AUM

$455M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NORTHPOINTE CAPITAL LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2066814

Firm CRD# 109383

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen Edward Roberts offer?

Stephen Edward Roberts specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.

What are Stephen Edward Roberts's credentials?

Stephen Edward Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Edward Roberts located?

Stephen Edward Roberts is based in BLOOMFIELD HILLS, Michigan, working with NORTHPOINTE CAPITAL LLC. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.

How does Stephen Edward Roberts charge for services?

Stephen Edward Roberts's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHPOINTE CAPITAL LLC?

NORTHPOINTE CAPITAL LLC has approximately 11 employees and manages $455M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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