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ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
CRD 115754 · SEC 801-60639
220 SOUTH WARREN STREET, 9TH FLOOR, SYRACUSE, NY, 13202, United States
Phone
315-671-0588
Fax
315-671-0589
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.84B
Discretionary AUM
$1.79B
Team
18 total employees; 13 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1202 | $326.6M |
| High net worth individuals | 316 | $1.03B |
| Pension/profit sharing plans | 7 | $79.3M |
| Charitable organizations | 43 | $180.7M |
| Corporations/business entities | 19 | $223.2M |
States served
VT, CA, CO, IN, LA, MD, MA, MI, NJ, NY, NC, PA, SC, TN, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD