BLUE ROCK FINANCIAL SERVICES, INC.
CRD 151566
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
$59.4M
Discretionary AUM
$59.4M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-23
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $21.7M |
| High net worth individuals | 23 | $31.4M |
| Charitable organizations | 1 | $6.3M |
All web addresses on file
Official SEC filing: View on IAPD