Overview
Assets Under Management: $1.7 billion
Headquarters: SYRACUSE, NY
High-Net-Worth Clients: 318
Average Client Assets: $3 million
Frequently Asked Questions
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115754), ROCKBRIDGE INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC is headquartered in SYRACUSE, NY.
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC serves 318 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, ROCKBRIDGE INVESTMENT MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC manages $1.7 billion in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, ROCKBRIDGE INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
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