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Building 2BLUE ROCK FINANCIAL GROUP

Map pinREHOBOTH BEACH, DE
Phone(302) 752-6637
NotebookSEC #801-117998
Total AUM
$381.8M
Employees
10
Clients
315

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
37458 OYSTER HOUSE ROAD
REHOBOTH BEACH
DE 19971
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(302) 752-6637
Other Offices
1

ReceiptFinancials

Total AUM
$381.8M
Accounts
795
Discretionary
$278.7M
Accounts
754
Non-Discretionary
$103.1M
Accounts
41

ContactClients

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Individual Clients
140
AUM
$65.9M
HNW Individual Clients
125
AUM
$193.8M
Pension/Profit Sharing Plan Clients
49
AUM
$116.9M
Charitable Organization Clients
1
AUM
$5.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMDNJPA

HandshakeAffiliates

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

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