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https://www.rockpointadvisors.com/
Rock Point Advisors is a wealth advisory firm focused on helping clients make sound financial decisions and take advantage of the benefits of long-term investing. We are dedicated to managing portfolios in the context of plans carefully developed with our clients. Since our founding in 2004, our financial planning and investment management ...
https://www.yellowpages.com/burlington-vt/mip/rock-point-advisors-465652539
Get reviews, hours, directions, coupons and more for Rock Point Advisors at 1 Lawson Ln, Burlington, VT 05401. Search for other Financial Planning Consultants in …
https://www.mapquest.com/us/vermont/rock-point-advisors-356914130
Get directions, reviews and information for Rock Point Advisors in Burlington, VT. Rock Point Advisors 77 College St Burlington VT 05401 (802) 864-2266 Website. Menu & Reservations Make Reservations . Order Online Tickets Tickets See Availability Directions ...
https://www.rockpointadvisors.com/our-team.php
Rock Point Advisors is an employee-owned investment advisory firm serving individuals and organizations. Our team assembles and manages equity and balanced portfolios within the context of a plan developed for each of our clients.
https://www.rockpointadvisors.com/our-process.php
RPA conducts fundamental security analysis as part of its bottom-up investing process. Our team assembles and manages equity and balanced portfolios within the context of a plan developed for each of our clients.
https://investor.com/rias/rock-point-advisors-130825
Rock Point Advisors, registered in 2004, serves 10 state(s) with a licensed staff of 3 advisors. Rock Point Advisors manages $446.7 million and provides investment advisory services for 230 clients (1:77 advisor/client ratio).
https://whalewisdom.com/filer/rock-point-advisors-llc
Rock Point Advisors is based out of Burlington. Rock Point Advisors is a large advisory firm with 230 clients and discretionary assets under management (AUM) of $446,684,895 (Form ADV from 2021-03-26). Their last reported 13F filing for Q3 2021 included $341,450,000 in managed 13F securities and a top 10 holdings concentration of 37.17%.
https://www.rockpointadvisors.com/team-timothy-humphrey.php
Financial Advisor. Tim manages client relationships and portfolios, while also serving on Rock Point Advisors’ Investment Committee. He has more than ten years of experience advising and investing for clients, including time spent with Barclays and J.P. Morgan in Boston. Tim returned home to Vermont and joined Rock Point Advisors in 2015.
https://www.gurufocus.com/news/1564527/rock-point-advisors-llc-buys-pultegroup-inc-vmware-inc-att-inc-sells-chubb-albemarle-corp-donnelley-financial-solutions-inc/?r=21637c73084e87d770a98f867757282f
Rock Point Advisors, LLC initiated holding in Jackson Financial Inc. The purchase prices were between $24.7 and $31.45, with an estimated average price of $27.21. The stock is now traded at around $27.400000. The impact to a portfolio due to this purchase was 0.08%. The holding were 10,179 shares as of 2021-09-30.
https://www.plymouthrock.com/
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