BLUE ROCK FINANCIAL GROUP

37458 Oyster House Road
Rehoboth Beach, Delaware 19971
Tel: (302) 752-6637

About BLUE ROCK FINANCIAL GROUP

BLUE ROCK FINANCIAL GROUP, formally registered with the SEC as BLUE ROCK FINANCIAL GROUP. The firm was established in 01/24/2020. They have over 2 offices throughout the country.

BLUE ROCK FINANCIAL GROUP is a Rehoboth Beach, Delaware based Financial Planning firm with nearly $335,047,553 assets under management, offering retirement planning & investment advisory services to 838 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298558
SEC#	801-117998
Assets Managed by Firm	$335,047,553
No. of Clients	838
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	838	$335,047,553
Individuals (other than high net worth individuals)	182	$50,674,743
High net worth individuals	85	$181,956,934
Pension and profit sharing plans	50	$98,461,188
Charitable organizations	Fewer than 5 clients	$3,954,688

More Retirement Planning firms in Rehoboth Beach, Delaware:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BLACKROCK CAPITAL MANAGEMENT, INC. 100 Bellevue Parkway Wilmington, DE, 19809	$110,923,554,810	39	208
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC 100 Bellevue Parkway Wilmington, DE, 19809	$50,708,850,726	129	26
WILMINGTON TRUST INVESTMENT ADVISORS, INC. Wilmington Trust Center, 1100 North Market Street Wilmington, DE, 19890-0001	$16,496,928,966	3487	137
WILMINGTON FUNDS MANAGEMENT CORPORATION 1100 North Market Street Wilmington, DE, 19890-0001	$14,772,401,948	10	35
DUPONT CAPITAL MANAGEMENT Chestnut Run Plaza Building C735-1, 974 Centre Road Wilmington, DE, 19805	$12,393,033,000	6	36

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