|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Rockbridge Investment Management LLC
✚
|
|
|---|---|
| CRD # | 115754 |
| SEC # | 801-60639 |
| CIK # | |
| AUM | $1.7 B (2025-03-27) |
| Employees | 21 (67% Investors, 0% Brokers) |
| Phone | 315-671-0588 |
| Address | 220 South Warren Street Syracuse, NY 13202 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,235 | 293.4 |
| (b) Individuals (high net worth individuals) | 318 | 885.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 88.3 |
| (h) Charitable organizations | 42 | 176.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 218.1 |
| (n) Other | 0 | 0.0 |
| Total | 4,108 | 1,660.7 |
| By Discretionary | ||
| Discretionary | 4,026 | 1,598.7 |
| Non-Discretionary | 82 | 62.0 |
| Total | 4,108 | 1,660.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,660.7 | |
| Total | 4,108 | 1,660.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Colonial Trust Advisors Inc
✚
|
SC | 1.7 |
|
Larch Capital Partners LLC
✚
|
FL | 1.7 |
|
Austin Asset Management Co
✚
|
TX | 1.7 |
|
Pembroke Management Ltd
✚
|
1.7 | |
|
Oak Associates Ltd
✚
|
OH | 1.7 |
|
Fidelis Capital Partners LLC
✚
|
FL | 1.7 |
|
Wealhouse Capital Limited Partnership
✚
|
1.7 | |
|
Slatestone Wealth LLC
✚
|
FL | 1.7 |
|
The Edgar Lomax Company
✚
|
VA | 1.7 |
|
Nottingham Advisors Inc
✚
|
NY | 1.7 |