Blue Rock Financial Services

Blue Rock Financial Services (CRD# 151566) is a financial advisory firm headquartered in Medford, OR. They manage $44,500,000 in 59 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Po Box 8445, Medford, OR 97501
https://www.twitter.com/mikebluerock
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $754,237
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR

Financial Advisors at Blue Rock Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Michael Harris, financial advisor Medford OR
Michael S. Harris
CRD#: 2225187
Medford, OR

Michael Harris (CRD# 2225187) is an Investment Advisor Representative working at Blue Rock Financial Services in Medford, OR and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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