Rock Point Advisors is an investment advisor in Burlington with $460.40 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
201192730
SEC advisor number
801-62923
FINRA CRD number
130825
AUM ?
$460.40 mm
(as of 14 Apr 23)
Accounts
480
(as of 14 Apr 23)
Employees
9
(6 investment advisory or research)
Address
Rock Point Advisors
77 COLLEGE STREET
BURLINGTON
VT 05401
77 COLLEGE STREET
BURLINGTON
VT 05401
Office hours
Monday - Friday, 9AM - 5PM
Phone
802-864-2266
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Huffman, Michael, Leighton | President | 03/2004 | 50-75% |
Wulfson, Todd, Alan | Vice President, CCO | 05/2004 | 25-50% |
Humphrey, Timothy, a | Wealth Manager | 12/2019 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
5 Nov 21