ROCKBRIDGE ASSET MANAGEMENT, LLC
CRD #134810 SEC #801-68736 DAPHNE, AL 251-990-3456
SEC Registered
Total AUM
$18M
Discretionary
$14.3M
Employees
5
Clients
0
Accounts
131
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 22, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAGGERLY, MARK, LEE | I | MEMBER/FINANCIAL ADVISOR/CHIEF COMPLIANCE OFFICER | D | Control |
| BAGGERLY, MARK, LEE | I | MEMBER/FINANCIAL ADVISOR/CHIEF COMPLIANCE OFFICER | D | Control |
| BAGGERLY, MARK, LEE | I | MEMBER/FINANCIAL ADVISOR/CHIEF COMPLIANCE OFFICER | D | Control |
| BAGGERLY, MARK, LEE | I | OWNER/FINANCIAL ADVISOR/CHIEF COMPLIANCE OFFICER | D | Control |
| BAGGERLY, MARK, LEE | I | MEMBER/FINANCIAL ADVISOR/CHIEF COMPLIANCE OFFICER | D | Control |
| BELL, DAMIAN, MARLON | I | MEMBER/FINANCIAL ADVISOR | D | Control |
| BELL, DAMIAN, MARLON | I | MEMBER/FINANCIAL ADVISOR | D | Control |
| BELL, DAMIAN, MARLON | I | MEMBER/FINANCIAL ADVISOR | D | Control |
| BELL, DAMIAN, MARLON | I | OWNER/FINANCIAL ADVISOR | D | Control |
| BELL, DAMIAN, MARLON | I | MEMBER/FINANCIAL ADVISOR | D | Control |
Registrations
Federal
IA
Sep 22, 2009 REGISTERED
Notice Filings (1)
AL
Address
9812 MILLWOOD CIRCLEDAPHNE, AL 36527
United States
Phone: 251-990-3456