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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Rock Point Advisors LLC
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| CRD # | 130825 |
| SEC # | 801-62923 |
| CIK # | 1301540 |
| AUM | $391.3 MM (100% Disc, 100% US, 2020-03-05) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 802-864-2266 |
| Address | 77 College Street, 4th Floor Burlington, VT 05401-4014 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Issuer | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| KW | 2,030.0 | 12.9 | |
| AAPL | 1,372,810.0 | 10.7 | |
| C | 100,280.0 | 10.0 | |
| PUK | 33,130.0 | 9.7 | |
| CB | 53,400.0 | 9.2 | |
| GILD | 91,800.0 | 8.3 | |
| TJX | 66,240.0 | 7.9 | |
| WPC | 11,030.0 | 7.0 | |
| VOD | 42,680.0 | 6.7 | |
| ING | 24,260.0 | 6.5 | |
| View All | |||
| Holdings by Sector ($) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Targeted Financial Services LLC
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NJ | 0.4 |
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AAL Trust Co FSB
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WI | 0.4 |
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Bay Harbour Management LC
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|
FL | 0.4 |
|
Rowland & Company
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GA | 0.4 |
|
Arbor Wealth Advisors LLC
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MI | 0.4 |
|
Signalpoint Asset Management LLC
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|
MO | 0.4 |
|
Capital Financial Advisors LLC
✚
|
CA | 0.4 |
|
DMKC Advisory Services LLC
✚
|
IA | 0.4 |
|
Strategas Asset Management LLC
✚
|
NY | 0.4 |
|
Levy Wealth Management Group LLC
✚
|
PA | 0.4 |