BLUE ROCK ADVISORS, LLC

EXCELSIOR, Minnesota·7 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
7
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

7 registered advisors
Angela Merkel Knutzen
EXCELSIOR, Minnesota
Gregory William Swaim
WAYZATA, Minnesota
Jae Poong Ty Lee
WAYZATA, Minnesota
Mark Frederick Steen
EXCELSIOR, Minnesota
Robbie John Burkhart
EXCELSIOR, Minnesota
Robert Wagner Fullerton
EXCELSIOR, Minnesota
Sviatlana V Erickson
EXCELSIOR, Minnesota
05

Office Locations

EXCELSIOR, Minnesota
5 advisors
WAYZATA, Minnesota
2 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.