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Rockbridge Investment Management, LLC
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Overview Share
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Syracuse, New York
$879.2 million AUM
2 offices

Rockbridge Investment Management, LLC is based in Syracuse, New York and has $879.2 million in assets under management.

Location
220 South Warren Street
9th Floor
Syracuse, NY 13202
$879.2 million
AUM
16
Employees
AUM Share
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$879,179,516
Assets under management
2,975 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 1,043 $244,701,377 28% $234,613
High net worth individuals 433 $620,101,837 71% $1,432,106
Pension and profit sharing plans 13 $4,747,363 1% $365,182
Charitable organizations 3 $4,055,437 0% $1,351,812
Other corporations or businesses 17 $5,573,502 1% $327,853
Employees Share
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16
Employees
12
Investment analysts
75% of total employees
AUM per employee Share
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$879,179,516
Assets under management
$54,948,720
AUM per employee
$73,264,960
AUM per investment analyst
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Compensation

Rockbridge Investment Management, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Rockbridge Investment Management, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
Firm data Share
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CRD number 115,754
SEC number 801-60639
Legal structure Limited Liability Company
Legal governance New York, United States
Latest ADV filing date March 26, 2020

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