Rockbridge Investment Management LLC

EST. AUM
$1,837,441,861

CONTACTS

CLIENT ACCOUNTS
4,133

Firm Details

Metro area Syracuse
CRD Number 115754
Website rockbridgeinvest.com
Client types

Overview

Rockbridge Investment Management, LLC is a fee-only, fiduciary wealth management firm headquartered in Syracuse, NY. The firm provides financial planning, investment management, retirement planning, estate planning, tax preparation, and 401(k) administration for a select group of clients, with a focus on simplicity, low costs, and unbiased advice.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Rockbridge Investment Management LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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