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ROCK POINT ADVISORS, LLC

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

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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 StatusApproved
Firm CRD#130825
SEC#801-62923
Assets Managed by Firm$527,281,163
No. of Clients483
No. of Advisors9

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 ClientsAUM
Firm Total483$527,281,163
Individuals (other than high net worth individuals)105$53,147,308
High net worth individuals128$435,748,443
Charitable organizations4$4,806,639
Corporations or other businesses6$33,578,773

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