Rockbridge Investment Management

Company Description (LinkedIn): Rockbridge Investment Management | 208 followers on LinkedIn. Uncommon Attention. Unrivaled Advice. | Welcome to the Rockbridge Investment Management's LinkedIn page.

Rockbridge Investment is a group of like-minded professionals working with a select group of clients with whom we can have a significant impact. Everything we do is focused on building and preserving wealth for our clients.

• ⏳ Active Since: 1991
• 📍 Location: Syracuse, New York
• 🔢 Employee Count: 18
• 👥 Followers: 413

From SEC filings:

💁 Advisory Services Offered

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients

💲 Compensation Options

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Accounts

• 💰 Total AUM ($Millions): 1,263
• 🧾 Number of accounts: 3,631
• 🛍 Average Account Size: $347,813

View more details on Wealthminder 🔗

External Links:

• View form ADV (SEC) 📄
• View form CRS (SEC) 📄

Visit www.rockbridgeinvest.com