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Building 2ROCKINGSTONE ADVISORS

Map pinGREAT BARRINGTON, MA
Phone212-430-2240
NotebookSEC #801-77696
Total AUM
$280.1M
Employees
3
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
292 MAIN STREET
SUITE 32
GREAT BARRINGTON
MA 01230
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
212-430-2240
Other Offices
2

ReceiptFinancials

Total AUM
$280.1M
Accounts
283
Discretionary
$280.1M
Accounts
283
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7
AUM
$2.1M
HNW Individual Clients
54
AUM
$278M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANYTXVA

HandshakeAffiliates

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

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