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Building 2ROCKBRIDGE INVESTMENT MANAGEMENT, LLC

Map pinSYRACUSE, NY
Phone315-671-0588
NotebookSEC #801-60639
Total AUM
$1.8B
Employees
18
Clients
1,587

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
220 SOUTH WARREN STREET
9TH FLOOR
SYRACUSE
NY 13202
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
315-671-0588
Other Offices
1

ReceiptFinancials

Total AUM
$1.8B
Accounts
4,133
Discretionary
$1.8B
Accounts
4,057
Non-Discretionary
$50.8M
Accounts
76

ContactClients

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Individual Clients
1,202
AUM
$326.6M
HNW Individual Clients
316
AUM
$1B
Pension/Profit Sharing Plan Clients
7
AUM
$79.3M
Charitable Organization Clients
43
AUM
$180.7M
Corporation or Business Clients
19
AUM
$223.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLINLAMAMDMINCNJNYPASCTNTXVAVT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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