Rockbridge Investment Management LLC


Assets, Funds, Holdings

Home | Sign Up | Log In
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Rockbridge Investment Management LLC
CRD #115754
SEC #801-60639
AUM $708.4 MM (93% Disc, 100% US)
Employees17 (76% Investors, 0% Brokers)
Address220 South Warren Street
Syracuse, NY 13202
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Mosaic Family Wealth LLC
MO 0.7
JM Forbes & Co LLP
MA 0.7
Kensington Investment Group Inc
CA 0.7
Inscription Capital LLC
TX 0.7
Aurum Wealth Management Group LLC
OH 0.7
The Planning Center Inc
IL 0.7
Okumus Capital LLC
NY 0.7
Cable Hill Partners LLC
OR 0.7
Fiduciary Investment Management International Inc
DC 0.7
CA 0.7
Terms of Service | Privacy Policy | User Guide