77 College Street, 4th Floor
Burlington, Vermont 05401-4014
Tel: 802-864-2266
ROCK POINT ADVISORS, LLC, formally registered with the SEC as ROCK POINT ADVISORS, LLC. The firm was established in 04/30/2004. They have over 1 offices throughout the country.
ROCK POINT ADVISORS, LLC is a Burlington, Vermont based Financial Planning firm with nearly $527,281,163 assets under management, offering retirement planning & investment advisory services to 483 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 130825 |
SEC# | 801-62923 |
Assets Managed by Firm | $527,281,163 |
No. of Clients | 483 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 483 | $527,281,163 |
Individuals (other than high net worth individuals) | 105 | $53,147,308 |
High net worth individuals | 128 | $435,748,443 |
Charitable organizations | 4 | $4,806,639 |
Corporations or other businesses | 6 | $33,578,773 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$35,941,367,795 | 8 | 43 | |
$17,319,756,035 | 119 | 42 | |
$3,688,455,226 | 1684 | 37 | |
$2,124,751,345 | 11558 | 450 | |
$1,723,412,484 | 2649 | 23 |
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