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Rockingstone Advisors

Headquartered in GREAT BARRINGTON, MA

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Firm Information

Rockingstone Advisors is a registered investment advisor located in GREAT BARRINGTON, MA. They provide portfolio management for individuals, businesses, and other investment advisors. The firm manages approximately $285,789,462 in assets for 232 clients. They have 2 investment advisor representatives on staff.

Rockingstone Advisors

292 MAIN STREET

GREAT BARRINGTON, MA 01230

$285.79M

Assets Under Management

2

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

ROCKINGSTONE ADVISORS has a total of 2 branch locations across the country.
location

Harrison, NY

location

GREAT BARRINGTON, MA

Advisors at Rockingstone Advisors

View All 2 Advisors
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Eric Richard Katzman

CFA®, RA

GREAT BARRINGTON, MA

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Brandt Augustus Sakakeeny

RA

Harrison, NY

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Disclosures

There are no public disclosures for Rockingstone Advisors.

Frequently Asked Questions (12)

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