Overview
Assets Under Management: $560 million
Headquarters: BURLINGTON, VT
High-Net-Worth Clients: 67
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.28
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 474
Discretionary Accounts: 474
Regulatory Filings
CRD Number: 130825
Filing ID: 1961775
Last Filing Date: 2025-03-27 20:32:00
Website: https://rockpointadvisors.com