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BLUE ROCK FINANCIAL GROUP
DRAVO BAY LLC
CRD 298558 · SEC 801-117998
37458 OYSTER HOUSE ROAD, REHOBOTH BEACH, DE, 19971, United States
Phone
(302) 752-6637
Fax
(302) 752-6637
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$381.8M
Discretionary AUM
$278.7M
Team
10 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 140 | $65.9M |
| High net worth individuals | 125 | $193.8M |
| Pension/profit sharing plans | 49 | $116.9M |
States served
DE, MD, NJ, PA, FL
All web addresses on file
Official SEC filing: View on IAPD