Balanced Rock Investment Advisors LLC
● SEC registered since 2023CRD 157424SEC# 801-128479Roslindale, MA
Reg. AUM
$193.2M
Employees
5
Accounts
834
Location
Roslindale, MA
Balanced Rock Investment Advisors LLC assets under management
Balanced Rock Investment Advisors LLC is an SEC-registered investment adviser based in Roslindale, MA. The firm has been registered since 2023. It reports $193.2 million in regulatory assets under management and employs 5 people.
Balanced Rock Investment Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel MacLay Flannery Control | President, Portfolio Manager | Over 75% | 2011 |
| Thomas Joseph Higgins Control | Chief Operating Officer, Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Balanced Rock Investment Advisors LLC manage?
Balanced Rock Investment Advisors LLC reports $193.2 million in regulatory assets under management on its Form ADV.
How many employees does Balanced Rock Investment Advisors LLC have?
Balanced Rock Investment Advisors LLC reports 5 employees.
Where is Balanced Rock Investment Advisors LLC located?
Balanced Rock Investment Advisors LLC is based in Roslindale, MA and has been SEC-registered since 2023.
Does Balanced Rock Investment Advisors LLC disclose fund performance?
Balanced Rock Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4238 Washington Street, Suite 311, Roslindale, MA 02131 |
| Phone | 617-971-8323 |
| Fax | 617-934-2540 |
| Office hours | 9-5 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$193.2M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$193.2Mregulatory AUM
Discretionary $193.2M