Blue Rock Advisors, LLC

Blue Rock Advisors, LLC (CRD# 281831) is a financial advisory firm headquartered in Wayzata, MN. They manage $1,529,000,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,529
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $254,833,333
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Blue Rock Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Robert W. Fullerton
CRD#: 1159288
445 East Lake Street, Suite 120, Wayzata, MN 55391
93
Wealthminder
score

Robert Fullerton (CRD# 1159288) is an Investment Advisor Representative working at Blue Rock Advisors, LLC in Wayzata, MN and has over 26 years of experience in the finance industry.

2
Michael J. Lorenzen
CRD#: 1311674
445 East Lake Street, Suite 120, Wayzata, MN 55391
93
Wealthminder
score

Michael Lorenzen (CRD# 1311674) is an Investment Advisor Representative working at Blue Rock Advisors, LLC in Wayzata, MN and has over 7 years of experience in the finance industry.

3
Mark F. Steen
CRD#: 2093368
445 East Lake Street, Suite 120, Wayzata, MN 55391
93
Wealthminder
score

Mark Steen (CRD# 2093368) is an Investment Advisor Representative working at Blue Rock Advisors, LLC in Wayzata, MN and has over 27 years of experience in the finance industry.

4
Robbie J. Burkhart
CRD#: 6046686
445 East Lake Street, Suite 120, Wayzata, MN 55391
87
Wealthminder
score

Robbie Burkhart (CRD# 6046686) is an Investment Advisor Representative working at Blue Rock Advisors, LLC in Wayzata, MN and has 1 year of experience in the finance industry.

5
Angela M. Knutzen
CRD#: 4880782
445 East Lake Street, Suite 120, Wayzata, MN 55391
87
Wealthminder
score

Angela Knutzen (CRD# 4880782) is an Investment Advisor Representative working at Blue Rock Advisors, LLC in Wayzata, MN and has 1 year of experience in the finance industry.

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