Rock Point Advisors, LLC

Rock Point Advisors, LLC (CRD# 130825) is a financial advisory firm headquartered in Burlington, VT. They manage $527,281,163 in 483 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
77 College Street, 4th Floor, Burlington, VT 05401
https://www.rockpointadvisors.com
By the Numbers
  • Total Assets Under Management
    527
    MILLION
  • Total Number of Accounts
    483
    ACCOUNTS
  • Average Account Value
    $1,091,679
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, LA, MA, ME, NH, NY, TX, VA, VT, WA

Financial Advisors at Rock Point Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael Huffman, financial advisor Burlington VT
Michael L. Huffman
CRD#: 1367117
77 College Street, 4th Floor, Burlington, VT 05401

Michael Huffman (CRD# 1367117) is an Investment Advisor Representative working at Rock Point Advisors, LLC in Burlington, VT and has 1 year of experience in the finance industry.

2
Timothy Humphrey, financial advisor Burlington VT
Timothy A. Humphrey
CRD#: 5568212
77 College Street, Burlington, VT 05401

Timothy Humphrey (CRD# 5568212) is an Investment Advisor Representative working at Rock Point Advisors, LLC in Burlington, VT and has over 15 years of experience in the finance industry.

3
Todd Wulfson, financial advisor Burlington VT
Todd A. Wulfson
CRD#: 2837408
77 College Street, 4th Floor, Burlington, VT 05401

Todd Wulfson (CRD# 2837408) is an Investment Advisor Representative working at Rock Point Advisors, LLC in Burlington, VT and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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