Welcome to the Rockbridge Investment Management's LinkedIn page. Rockbridge Investment is a group of like-minded professionals working with a select group of clients with whom we can have a significant impact. Everything we do is focused on building and preserving wealth for our clients. We help remove complexity so clients can focus on the simple but difficult process of successful investing. If you're looking for the official source of information about Rockbridge Investment Management, please visit our homepage at http://www.rockbridgeinvest.com/
View Top Employees from Rockbridge Investment ManagementWebsite | http://www.rockbridgeinvest.com |
Revenue | $7.2 million |
Employees | 21 (20 on RocketReach) |
Founded | 1991 |
Address | 220 S. Warren St. 9th Floor, Syracuse, New York 13202, US |
Phone | (315) 671-0588 |
Technologies |
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Industry | Financial Services, Investment Banking, Finance |
Competitors | Celaya Wealth Management, Commencement Financial Planning LLC, Covenant Wealth Advisors, Zimmerman Wealth Management |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
Looking for a particular Rockbridge Investment Management employee's phone or email?
The Rockbridge Investment Management annual revenue was $7.2 million in 2024.
Jodi DeAugustine is the Vice President of Strategic Development of Rockbridge Investment Management.
20 people are employed at Rockbridge Investment Management.
Rockbridge Investment Management is based in Syracuse, New York.
The NAICS codes for Rockbridge Investment Management are [52, 5239, 523, 52393].
The SIC codes for Rockbridge Investment Management are [628, 62].