MICHAEL R ROESER AND ASSOCIATES, INC.
Legal name: BEDFORD FINANCIAL GROUP, INC.
CRD #115606 SEC #801-58256 LIBERTYVILLE, IL 847-996-3230
SEC Registered
Total AUM
$82.8M
Discretionary
$0
Employees
1
Clients
1
Accounts
214
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $79.1M | $0 | $79.1M | 1 | 26 |
| Dec 2011 | $80M | $0 | $80M | 1 | 26 |
| Nov 2011 | $82.8M | $0 | $82.8M | 1 | 26 |
| Mar 2011 | $82.8M | $0 | $82.8M | 5 | -- |
| Mar 2011 | $82.8M | $0 | $82.8M | 5 | -- |
| Jan 2010 | $76.5M | $76.5M | $0 | 5 | -- |
| Jan 2008 | $81.5M | $0 | $81.5M | 5 | -- |
| Jan 2007 | $78.2M | $0 | $78.2M | 5 | -- |
| Jan 2006 | $69.5M | $0 | $69.5M | 5 | -- |
| Nov 2005 | $56.8M | $0 | $56.8M | 5 | -- |
| Dec 2004 | $37.6M | $0 | $37.6M | 5 | -- |
| Sep 2001 | $25M | $0 | $25M | 5 | -- |
DateMar 2012
Total AUM$79.1M
Discretionary$0
Non-Disc.$79.1M
Employees1
Clients26
DateDec 2011
Total AUM$80M
Discretionary$0
Non-Disc.$80M
Employees1
Clients26
DateNov 2011
Total AUM$82.8M
Discretionary$0
Non-Disc.$82.8M
Employees1
Clients26
DateMar 2011
Total AUM$82.8M
Discretionary$0
Non-Disc.$82.8M
Employees5
Clients--
DateMar 2011
Total AUM$82.8M
Discretionary$0
Non-Disc.$82.8M
Employees5
Clients--
DateJan 2010
Total AUM$76.5M
Discretionary$76.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$81.5M
Discretionary$0
Non-Disc.$81.5M
Employees5
Clients--
DateJan 2007
Total AUM$78.2M
Discretionary$0
Non-Disc.$78.2M
Employees5
Clients--
DateJan 2006
Total AUM$69.5M
Discretionary$0
Non-Disc.$69.5M
Employees5
Clients--
DateNov 2005
Total AUM$56.8M
Discretionary$0
Non-Disc.$56.8M
Employees5
Clients--
DateDec 2004
Total AUM$37.6M
Discretionary$0
Non-Disc.$37.6M
Employees5
Clients--
DateSep 2001
Total AUM$25M
Discretionary$0
Non-Disc.$25M
Employees5
Clients--