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Eric Richard Katzman

ROCKINGSTONE ADVISORS LLC·GREAT BARRINGTON, Massachusetts
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292 MAIN STREET, GREAT BARRINGTON, MA 01230CRD# 2300355Firm CRD# 149592
01

About

Eric Richard Katzman is a registered financial advisor based in GREAT BARRINGTON, Massachusetts, affiliated with ROCKINGSTONE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ROCKINGSTONE ADVISORS LLC
ROCKINGSTONE ADVISORS
AUM
$271M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ROCKINGSTONE ADVISORS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2300355
Firm CRD# 149592
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric Richard Katzman offer?
Eric Richard Katzman specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GREAT BARRINGTON, Massachusetts for a consultation.
What are Eric Richard Katzman's credentials?
Eric Richard Katzman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Richard Katzman located?
Eric Richard Katzman is based in GREAT BARRINGTON, Massachusetts, working with ROCKINGSTONE ADVISORS LLC. Their office serves clients in the GREAT BARRINGTON metropolitan area and surrounding communities.
How does Eric Richard Katzman charge for services?
Eric Richard Katzman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROCKINGSTONE ADVISORS LLC?
ROCKINGSTONE ADVISORS LLC has approximately 2 employees and manages $271M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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