ROCK POINT ADVISORS, LLC

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

About ROCK POINT ADVISORS, LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	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

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NLG CAPITAL, INC. One National Life Drive Montpelier, VT, 05604	$35,941,367,795	8	43
CHAMPLAIN INVESTMENT PARTNERS, LLC 180 Battery Street, Suite 400 Burlington, VT, 05401-5334	$17,319,756,035	119	42
MANCHESTER CAPITAL MANAGEMENT LLC 3657 Main Street Manchester, VT, 05254	$3,688,455,226	1684	37
MAPLE CAPITAL MANAGEMENT, INC. 535 Stone Cutters Way Montpelier, VT, 05602	$1,723,412,484	2649	23
TRG INVESTMENT ADVISORS, LLC 48 Harris Place Brattleboro, VT, 05301	$1,113,838,194	534	7

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