Rockpoint Group, LLC

Rockpoint Group, LLC (CRD# 156630) is a financial advisory firm headquartered in Dallas, TX. They manage $7,095,630,179 in 17 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,096
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $417,390,011
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MA, TX

Financial Advisors at Rockpoint Group, LLC
No Advisor Found.
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