1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BLUE ROCK ADVISORS, LLC

Map pinEXCELSIOR, MN
Phone(952) 229-8700
NotebookSEC #801-106890
Total AUM
$1.2B
Employees
6
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
26370 ARBOR CREEK LANE
EXCELSIOR
MN 55331
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
(952) 229-8700

ReceiptFinancials

Total AUM
$1.2B
Accounts
7
Discretionary
$1.2B
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pooled Vehicle Clients
6
AUM
$1.1B
Pension/Profit Sharing Plan Clients
1
AUM
$80M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
MN

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account