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BALANCED ROCK INVESTMENT ADVISORS
BALANCED ROCK INVESTMENT ADVISORS LLC
CRD 157424 · SEC 801-128479
4238 WASHINGTON STREET, SUITE 311, ROSLINDALE, MA, 02131, United States
Phone
617-971-8323
Fax
617-934-2540
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$193.2M
Discretionary AUM
$193.2M
Team
5 total employees; 4 advisory reps; 19 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 130 | $58.8M |
| High net worth individuals | 80 | $134.4M |
States served
CA, LA, MA, NY, TX, NH
All web addresses on file
- HTTPS://WWW.YELP.COM/BIZ/BALANCED-ROCK-INVESTMENT-ADVISORS-ROSLINDALE
- HTTP://BALANCEDROCKINVESTMENTADVISORS.COM
- HTTPS://WWW.FACEBOOK.COM/BALANCEDROCKIA/
- https://www.youtube.com/channel/UCAYiA4OYeYD6g2IF0CaDJwQ
- HTTPS://TWITTER.COM/BALANCEDROCKIA
- HTTPS://WWW.LINKEDIN.COM/COMPANY/5199427/
- HTTP://BALANCEDROCKIA.COM
Official SEC filing: View on IAPD