Michael
Huffman
Rock Point Advisors, LLC
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About this Advisor
Michael Huffman is a chartered financial analyst operating in Burlington, Vermont who has 19 years of relevant experience. Huffman currently works for Rock Point Advisors, LLC. They have worked at Rock Point Advisors, Llc for all of their career. Huffman can work in Louisiana, Texas and Vermont. Rock Point Advisors, LLC is an advisory firm that has its headquarters in Burlington, VT. It manages $460 million in assets under management between its 480 client accounts, making it one of the bigger firms in the United States by assets under management. The firm provides services to six charities and foundations. Of its 480 customer accounts, 48% are held by high-net-worth clients who have greater than $1 million in assets. The company performs a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees depend on which services the firm provides the client. Fee types billed by Rock Point Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rock Point Advisors, LLC Brokerage Details
$460,402,471
9
480
$959,172
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Michael Huffman Work History
Michael has been registered as a financial advisor for 19 years.*
Rock Point Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Huffman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rock Point Advisors, LLC
Burlington, VT
Burlington, VT
Burlington, VT
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