ROCKBRIDGE INVESTMENT MANAGEMENT, LLC

220 South Warren Street
9th Floor
Syracuse, New York 13202
Tel: 315-671-0588

About ROCKBRIDGE INVESTMENT MANAGEMENT, LLC

ROCKBRIDGE INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as ROCKBRIDGE INVESTMENT MANAGEMENT, LLC. The firm was established in 10/18/2001. They have over 2 offices throughout the country.

ROCKBRIDGE INVESTMENT MANAGEMENT, LLC is a Syracuse, New York based Financial Planning firm with nearly $1,485,188,276 assets under management, offering retirement planning & investment advisory services to 3887 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	115754
SEC#	801-60639
Assets Managed by Firm	$1,485,188,276
No. of Clients	3887
No. of Advisors	21

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	3887	$1,485,188,276
Individuals (other than high net worth individuals)	1123	$205,241,022
High net worth individuals	366	$823,630,223
Pension and profit sharing plans	15	$93,024,990
Charitable organizations	35	$163,642,780
Corporations or other businesses	29	$199,101,348

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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