Overview
Assets Under Management: $286 million
Headquarters: GREAT BARRINGTON, MA
High-Net-Worth Clients: 55
Average Client Assets: $5 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.21
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 232
Discretionary Accounts: 231
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 149592
Last Filing Date: 2025-02-19 00:00:00
Website: https://rockingstoneadvisors.com