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ROCK POINT ADVISORS, LLC

Tel: 802-864-2266
77 College Street, 4th Floor
Burlington, Vermont  05401-4014

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ROCK POINT ADVISORS, LLC

ROCK POINT ADVISORS, LLC is a Burlington, Vermont based financial advisory firm with nearly $527,281,163 in assets under management and provides investment advisory services for 483 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM

Firm CRD#:

130825

SEC#:

801-62923

No. of Clients:

483

Assets under Management

$527,281,163

No. of Advisors:

9

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