Managing PartnerClient First Investment Management LLC
About Rock Point Partners, LLC
Rock Point Partners, LLC is listed as Managing Partner at Client First Investment Management LLC in West Bend, WI. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Client First Investment Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Rock Point Partners, LLC work?
Rock Point Partners, LLC is listed as Managing Partner at Client First Investment Management LLC on SEC Form ADV.
How much of Client First Investment Management LLC does Rock Point Partners, LLC own?
Form ADV reports a beneficial ownership band of Over 75%.