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ROCKBRIDGE INVESTMENT MANAGEMENT, LLC

Tel: 315-671-0588
220 South Warren Street
9th Floor
Syracuse, New York  13202

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ROCKBRIDGE INVESTMENT MANAGEMENT, LLC

ROCKBRIDGE INVESTMENT MANAGEMENT, LLC is a Syracuse, New York based financial advisory firm with nearly $1,485,188,276 in assets under management and provides investment advisory services for 3887 clients. There are currently 21 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

115754

SEC#:

801-60639

No. of Clients:

3887

Assets under Management

$1,485,188,276

No. of Advisors:

21

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