Privacy Policy

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Effective Date: April 3, 2025

BlueRock Advisory Ltd. Co. ("BlueRock," "we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you interact with us through our website, services, and communications.

1. Information We Collect - We may collect the following types of information:

a. Personal Information

• Name
• Email address
• Phone number
• Mailing address
• Financial and investment information
• Government-issued IDs (where required by law)

b. Technical Information

• IP address
• Browser type and version
• Device type and operating system
• Pages visited and time spent
• Cookies and tracking technologies (see Section 6)

2. How We Use Your Information - We use your information to:

• Provide financial advisory and related services
• Communicate with you regarding your account or services
• Comply with legal and regulatory obligations
• Personalize your experience
• Improve our website and services
• Prevent fraud and ensure security

3. Sharing Your Information - We do not sell your personal information. We may share your information with:

• Authorized service providers performing services on our behalf
• Legal and regulatory authorities, when required
• Business partners with your consent
• In the event of a merger, acquisition, or sale of assets

4. Your Rights and Choices - Depending on your jurisdiction, you may have the right to:

• Access, correct, or delete your personal information
• Opt-out of certain data uses (like marketing)
• Restrict or object to certain processing
• Withdraw consent at any time
• To exercise your rights, contact us at: admin@bluerockadv.com

5. Data Retention - We retain personal information only as long as necessary for the purposes outlined in this policy or as required by law

6. Cookies and Tracking Technologies - We use cookies and similar technologies to enhance your experience. You may adjust your browser settings to refuse some or all cookies. Note that disabling cookies may affect site functionality. 

7. Security - We implement reasonable physical, technical, and administrative safeguards to protect your data. However, no system is completely secure. 

8. Children’s Privacy - Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. 

9. Changes to This Policy - We may update this Privacy Policy from time to time. We will notify you of significant changes through our website or other communication channels. 

10. Contact Us - If you have any questions about this Privacy Policy or our data practices, contact:

BlueRock Advisory Ltd. Co.

(515)720-7253

Email: admin@bluerockadv.com