ROCKINGSTONE ADVISORS LLC

ROCKINGSTONE ADVISORS

GREAT BARRINGTON, Massachusetts·3 registered advisors·CRD# 149592

SEC# 801-776962212-430-2240

01

Firm Overview

AUM

$271M

Regulatory assets under management

Employees

2

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

03

Specialties

Investment Management Wealth Management Fee-Only Advisory

04

Advisors at ROCKINGSTONE ADVISORS LLC

3 registered advisors

Brandt Augustus Sakakeeny

GREAT BARRINGTON, Massachusetts

Eric Richard Katzman

GREAT BARRINGTON, Massachusetts

Margaret C Sakakeeny

GREAT BARRINGTON, Massachusetts

05

Office Locations

GREAT BARRINGTON, Massachusetts

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Data sourced from SEC Form ADV filings. ROCKINGSTONE ADVISORS LLC (CRD# 149592) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.