


Rockbridge Investment Management
Financial Services • Syracuse, New York, United States • 21-50 Employees
Company overview
| Headquarters | 220 S. Warren St., 9th Floor, Syracuse, New York 13202, US |
| Phone number | +13156710588 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Retirement Planning, Financial Planning, Estate Planning, Investment Management, 401(K) Administration |
| Founded | 1991 |
| Employees | 21-50 |
| Socials |
Key Contacts at Rockbridge Investment Management
Patrick Rohe
Chief Executive Officer
Adam Gagas
Managing Director, Institutional Services
Rockbridge Investment Management Email Formats
Rockbridge Investment Management uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@rockbridgeinvest.com), used 54.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@rockbridgeinvest.com | 54.5% |
{first name}{last name} | johndoe@rockbridgeinvest.com | 40.9% |
{first initial} | j@rockbridgeinvest.com | 4.5% |
About Rockbridge Investment Management
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/
Rockbridge Investment Management revenue & valuation
| Annual revenue | $1,123,907 |
| Revenue per employee | $54,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Rockbridge Investment Management has 14 employees across 4 departments.
Departments
Number of employees
Funding Data
Rockbridge Investment Management has never raised funding before.
Rockbridge Investment Management Tech Stack
Discover the technologies and tools that power Rockbridge Investment Management's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Frequently asked questions
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