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Building 2ROCKBRIDGE ASSET MANAGEMENT, LLC

Map pinALEXANDRIA, VA
Phone571.982.5398
NotebookSEC #801-129762
Total AUM
$218M
Employees
4
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 REINEKERS LANE
SUITE 625
ALEXANDRIA
VA 22314
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
571.982.5398

ReceiptFinancials

Total AUM
$218M
Accounts
63
Discretionary
$218M
Accounts
63
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
12
AUM
$3.4M
HNW Individual Clients
44
AUM
$163M
Pooled Vehicle Clients
2
AUM
$39.5M
Charitable Organization Clients
1
AUM
$8.9M
Corporation or Business Clients
1
AUM
$3.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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