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ROCKBRIDGE INVESTMENT MANAGEMENT, LLC

SEC Form ADV profile.

Total regulatory AUM
$1,837,441,861
Discretionary
$1,786,617,133
Non-discretionary
$50,824,728

Firm details

CRD number
115754
SEC file number
801-60639
Main office
SYRACUSE, NY, United States
Employees
18
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.