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ROCKPOINT
3953 Maple Ave.
Ste. 300
Dallas, Texas 75219
Tel: 972-934-0100
About ROCKPOINT
ROCKPOINT, formally registered with the SEC as ROCKPOINT. The firm was established in 03/30/2012. They have over 4 offices throughout the country.
ROCKPOINT is a Dallas, Texas based Financial Planning firm with nearly $13,518,683,553 assets under management, offering retirement planning & investment advisory services to 39 clients. The firm is staffed with 113 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156630 |
| SEC# | 801-73890 |
| Assets Managed by Firm | $13,518,683,553 |
| No. of Clients | 39 |
| No. of Advisors | 113 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (REIMBURSEMENT FOR CERTAIN COSTS AND EXPENSES)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 39 | $13,518,683,553 |
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