ROCKINGSTONE ADVISORS - Financial Advisor in Massachusetts, Great Barrington

Tel: 212-430-2240 292 Main Street Suite 32 Great Barrington, Massachusetts 01230

About ROCKINGSTONE ADVISORS

ROCKINGSTONE ADVISORS is a Great Barrington, Massachusetts based financial advisory firm with nearly $285,789,462 in assets under management and provides investment advisory services for 232 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

149592

Firm SEC#:

801-77696

Assets Under Management:

$285,789,462

No. of Clients:

232

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM

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Top Financial Advisory Firms in Massachusetts, Great Barrington

FirmCRD#:110043

SEC#:801-14337

No. of Advisors:11

No. of Clients:1473

AUM:$1,243,691,845

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

AMERICAN INVESTMENT SERVICES INC

110043

801-14337

1473

$1,243,691,845

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