ROCKINGSTONE ADVISORS

292 Main Street
Suite 32
Great Barrington, Massachusetts 01230
Tel: 212-430-2240

About ROCKINGSTONE ADVISORS

ROCKINGSTONE ADVISORS, formally registered with the SEC as ROCKINGSTONE ADVISORS. The firm was established in 03/05/2013. They have over 3 offices throughout the country.

ROCKINGSTONE ADVISORS is a Great Barrington, Massachusetts based Financial Planning firm with nearly $285,789,462 assets under management, offering retirement planning & investment advisory services to 232 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149592
SEC#	801-77696
Assets Managed by Firm	$285,789,462
No. of Clients	232
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	232	$285,789,462
Individuals (other than high net worth individuals)	8	$2,244,663
High net worth individuals	55	$283,544,799

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