BLUE ROCK ADVISORS, LLC

EXCELSIOR, Minnesota·4 registered advisors·CRD# 281831
SEC# 801-1068900(952) 229-8700
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at BLUE ROCK ADVISORS, LLC

4 registered advisors
Angela Merkel Knutzen
EXCELSIOR, Minnesota
Mark Frederick Steen
EXCELSIOR, Minnesota
Robbie John Burkhart
EXCELSIOR, Minnesota
Robert Wagner Fullerton
EXCELSIOR, Minnesota
05

Office Locations

EXCELSIOR, Minnesota
4 advisors

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Data sourced from SEC Form ADV filings. BLUE ROCK ADVISORS, LLC (CRD# 281831) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.