Daniel MacLay Flannery
President, Portfolio ManagerBalanced Rock Investment Advisors LLCCRD 5967382
About Daniel MacLay Flannery
Daniel MacLay Flannery is listed as President, Portfolio Manager at Balanced Rock Investment Advisors LLC in Roslindale, MA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Balanced Rock Investment Advisors LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Daniel MacLay Flannery work?
Daniel MacLay Flannery is listed as President, Portfolio Manager at Balanced Rock Investment Advisors LLC on SEC Form ADV.
How much of Balanced Rock Investment Advisors LLC does Daniel MacLay Flannery own?
Form ADV reports a beneficial ownership band of Over 75%.
Balanced Rock Investment Advisors LLC
| Title | President, Portfolio Manager |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2011 |