Rockbridge Investment Management, LLC
Rockbridge Investment Management, LLC (CRD# 115754) is a financial advisory firm headquartered in Syracuse, NY. They manage $493,475,791 in 2,146 accounts and serve the financial needs of clients across 14 states (or territories).
Total Assets Under Management493MILLION
Total Number of Accounts2,146ACCOUNTS
Average Account Value$229,951
- 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, MN, 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 6 years of experience in the finance industry.