Rock Point Advisors Headquarters
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Rock Point Advisors • Practical Advice, Responsible Investing
- https://www.rockpointadvisors.com/
- Rock Point Advisors is a wealth advisory firm focused on helping clients make sound financial decisions and take advantage of the benefits of long-term investing. We are dedicated to managing portfolios in the context of plans carefully developed with our clients. Since our founding in 2004, our financial planning and investment management ...
Rock Point Advisors - Crunchbase Company Profile & Funding
- https://www.crunchbase.com/organization/rock-point-advisors
- Wealth Management. Headquarters Regions New England, Northeastern US. Founded Date 2004. Operating Status Active. Legal Name Rock Point Advisors, LLC. Company Type For Profit. Contact Email [email protected]. Phone Number 802-864-2266.Founded: Jul 01, 2007
Rock Point Advisors LinkedIn
- https://www.linkedin.com/company/rock-point-advisors
- Rock Point Advisors 12 followers on LinkedIn. Rock Point Advisors is a financial services company based out of 55 Overlake Park, Burlington, Vermont, United States.
Rock Point Advisors • Vermont Investment and Wealth ...
- https://www.rockpointadvisors.com/our-team.php
- Rock Point Advisors is an employee-owned investment advisory firm serving individuals and organizations. Our team assembles and manages equity and balanced portfolios within the context of a plan developed for each of our clients.
ROCK POINT ADVISORS, LLC Top 13F Holdings
- https://whalewisdom.com/filer/rock-point-advisors-llc
- Rock Point Advisors is based out of Burlington. Rock Point Advisors is a large advisory firm with 230 clients and discretionary assets under management (AUM) of $446,684,895 (Form ADV from 2021-03-26). Their last reported 13F filing for Q2 2021 included $347,176,000 in managed 13F securities and a top 10 holdings concentration of 37.55%.Form of Organization: Limited Liability Company
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