Rockbridge Investment Management, LLC
Rockbridge Investment Management, LLC (CRD# 115754) is a financial advisory firm headquartered in Syracuse, NY. They manage $566,035,508 in 2,277 accounts and serve the financial needs of clients across 13 states (or territories).
Total Assets Under Management566MILLION
Total Number of Accounts2,277ACCOUNTS
Average Account Value$248,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IN, MA, MI, NC, NJ, NY, OH, PA, SC, VA, VT
Daniel Edinger (CRD# 5878776) is an Investment Advisor Representative working at Rockbridge Investment Management, LLC in Marco Island, FL and has over 7 years of experience in the finance industry.