Company Information

Get to know Rockingstone Advisors

Founded in 2012, Rockingstone Advisors AG is an independent asset management firm based in Zug, Switzerland. The company is a member of the Alliance of Swiss Wealth Managers (ASWM) and is regulated through the Self-Regulatory Organisation (SRO) PolyReg. It focuses on providing tailor-made, transparent investment solutions and building long-term partnerships with its clients, which include both private individuals and institutions. Their core mission is to deliver comprehensive wealth management and advisory services based on principles of independence, transparency, and a disciplined investment process.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Rockingstone Advisors

United States

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.