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Eric Bryan Phipps

ROCKBRIDGE CAPITAL, LLC·COLUMBUS, Ohio
Unclaimed Profile
4124 WORTH AVENUE, COLUMBUS, OH 43219-4026CRD# 2766256Firm CRD# 161078
01

About

Eric Bryan Phipps is a registered financial advisor based in COLUMBUS, Ohio, affiliated with ROCKBRIDGE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ROCKBRIDGE CAPITAL, LLC
ROCKBRIDGE CAPITAL, LLC
AUM
$4.3B
Regulatory assets under management
Employees
112
Total firm employees
View all advisors at ROCKBRIDGE CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2766256
Firm CRD# 161078
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric Bryan Phipps offer?
Eric Bryan Phipps specializes in Retirement Planning. Contact their office in COLUMBUS, Ohio for a consultation.
What are Eric Bryan Phipps's credentials?
Eric Bryan Phipps is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Bryan Phipps located?
Eric Bryan Phipps is based in COLUMBUS, Ohio, working with ROCKBRIDGE CAPITAL, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Eric Bryan Phipps charge for services?
Eric Bryan Phipps's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROCKBRIDGE CAPITAL, LLC?
ROCKBRIDGE CAPITAL, LLC has approximately 112 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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James Thomas Merkel
COLUMBUS, OH
Lara Anne Forsman
COLUMBUS, OH
Paula Christine Callentine
COLUMBUS, OH
Steve John Henry Lyons
COLUMBUS, OH
Tamre Farid Edwards
COLUMBUS, OH

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