Investment adviser · CRD 115606

BEDFORD FINANCIAL GROUP, INC.

Investment adviser filing (IA)

MICHAEL R ROESER AND ASSOCIATES, INC.

LIBERTYVILLE, IL, United States · Form ADV filed Mar 5, 2012

Regulatory AUM
$79.1M
Form ADV · Item 5.F
Client accounts
211
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 5, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

1206 E PARK AVE
LIBERTYVILLE, IL, 60048, United States

CRD 115606

Filing source

Form ADV 607698 · Mar 5, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.