Overview
Assets Under Management: $1.7 billion
Headquarters: SYRACUSE, NY
High-Net-Worth Clients: 318
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 318
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.29
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 4,108
Discretionary Accounts: 4,026
Non-Discretionary Accounts: 82
Regulatory Filings
CRD Number: 115754
Filing ID: 1928693
Last Filing Date: 2025-03-27 09:39:00
Website: https://rockbridgeinvest.com