MICHAEL R ROESER AND ASSOCIATES, INC.

BEDFORD FINANCIAL GROUP, INC.
LIBERTYVILLE, Illinois·1 registered advisor·CRD# 115606
SEC# 801-58256847-996-3230
01

Firm Overview

AUM
$79M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MICHAEL R ROESER AND ASSOCIATES, INC.

1 registered advisor
Michael Robert Roeser
LIBERTYVILLE, Illinois
05

Office Locations

LIBERTYVILLE, Illinois
1 advisor

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Data sourced from SEC Form ADV filings. MICHAEL R ROESER AND ASSOCIATES, INC. (CRD# 115606) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.