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ROCK POINT ADVISORS, LLC
ROCK POINT ADVISORS, LLC
BURLINGTON, Vermont
·
3 registered advisors
·
CRD# 130825
SEC# 801-62923
0
802-864-2266
01
Firm Overview
AUM
$527M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at ROCK POINT ADVISORS, LLC
3 registered advisors
Michael Leighton Huffman
BURLINGTON, Vermont
CRD# 1367117
Timothy A Humphrey
BURLINGTON, Vermont
CFP
CFA
CRD# 5568212
Todd Alan Wulfson
BURLINGTON, Vermont
CRD# 2837408
05
Office Locations
BURLINGTON, Vermont
3 advisors
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Data sourced from SEC Form ADV filings. ROCK POINT ADVISORS, LLC (CRD# 130825) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.