BALANCED ROCK INVESTMENT ADVISORS LLC

BALANCED ROCK INVESTMENT ADVISORS
ROSLINDALE, Massachusetts·2 registered advisors·CRD# 157424
SEC# 801-1284790617-971-8323
01

Firm Overview

AUM
$138M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BALANCED ROCK INVESTMENT ADVISORS LLC

2 registered advisors
Daniel Maclay Flannery
ROSLINDALE, Massachusetts
Thomas Joseph Higgins
ROSLINDALE, Massachusetts
05

Office Locations

ROSLINDALE, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. BALANCED ROCK INVESTMENT ADVISORS LLC (CRD# 157424) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.