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ROCK POINT ADVISORS, LLC

BURLINGTON, VT · CRD 130825 · IAPD ↗ · rockpointadvisors.com · 802-864-2266

$655.7MRegulatory AUM
5Advisory reps
9Employees
0Clients
51-100Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2024 — ROCK POINT ADVISORS, LLC crossed $500M in regulatory AUM ($460.4M -> $527.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.