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

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