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Building 2ROCK POINT ADVISORS, LLC

Map pinBURLINGTON, VT
Phone802-864-2266
NotebookSEC #801-62923
Total AUM
$655.7M
Employees
9
Clients
243

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
77 COLLEGE STREET, 4TH FLOOR
BURLINGTON
VT 05401-4014
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
802-864-2266

ReceiptFinancials

Total AUM
$655.7M
Accounts
493
Discretionary
$655.7M
Accounts
493
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
82
AUM
$43M
HNW Individual Clients
150
AUM
$564.4M
Charitable Organization Clients
5
AUM
$9.9M
Corporation or Business Clients
6
AUM
$38.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLLAMAMENHNYTXVAVTWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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