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