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Brands and Their Owners
| Rock Point Partners LLC contact information is shown below | |
| Owner: | ROCK POINT PARTNERS LLC |
|---|---|
| Owner Address: | 215 N Main St., Suite 1040 West Bend WI 530953370 |
| Owner Web Site | |
| Owner Phone | |
| Owner Toll Free | |
| Owner Fax |
| Brand: |
ADAPTIV SELECT ETF |
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| Description: | Financial services, namely, operation and management of exchange-traded funds for others; Financial consulting in the field of exchange-traded funds; Financial services, namely, financial portfolio management, trading securities; |
| Category: | FINANCIAL SERVICES |
| Brand: |
CLIENT FIRST TAX AND WEALTH ADVISORS |
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| Description: | Investment management, financial planning, providing information in insurance planning matter, social security financial planning and consulting services rendered to individuals, financial information;Tax preparation; tax planning;TAX AND WEALTH ADVISORS; |
| Category: | INVESTMENT MANAGEMENT |
| Brand: |
FOCUS ON THE SIGNAL. AVOID THE NOISE. |
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| Description: | Financial planning and investment management system, namely, strategic financial advisory services; |
| Category: | FINANCIAL PLANNING INVESTMENT MANAGEMENT |
| Brand: |
OPPORTUNITY IDENTIFIED |
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| Description: | Providing information on investment management, financial planning and insurance planning; investment management; insurance planning; and financial planning; |
| Category: | PROVIDING INFORMATION ON INVESTMENT MANAGEMENT |
| Brand: |
QUINCY |
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| Description: | Financial services, namely, security brokerage, leveraged buyouts and investments in financially distressed or underperforming companies and energy brokerage services; |
| Category: | FINANCIAL SERVICES |
| Brand: |
ROCK POINT |
|---|---|
| Description: | Securities brokerage, financial advice, merchant banking, leveraged buyouts, venture capital investments, joint ventures, investment banking, and consulting in all industrial sectors but not real estate; |
| Category: | SECURITIES BROKERAGE |
| Brand: |
THE WEEKLY TREND |
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| Description: | Providing information on investment management, financial planning and insurance planning; investment management; insurance planning; and financial planning; |
| Category: | PROVIDING INFORMATION ON INVESTMENT MANAGEMENT |
| Brand: |
TRUEHOLISTIC |
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| Description: | TRUE HOLISTIC;Investment management, financial planning, providing information in insurance planning matters, namely, providing information about healthcare insurance plans, property and casualty plans; estate planning, Medicare planning, social security financial planning and consulting services in the field of financial management and investment management rendered to individuals, financial information; financial planning, namely, tax planning;Tax preparation; tax planning advice, information and consultancy services; |
| Category: | TRUE HOLISTIC |