| 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 |
Balanced Rock Investment Advisors LLC reports $156.1 million in regulatory assets under management on its Form ADV.
Balanced Rock Investment Advisors LLC reports 4 employees.
Balanced Rock Investment Advisors LLC is based in Roslindale, MA and has been SEC-registered since 2023.
Balanced Rock Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4238 Washington Street, Suite 311, Roslindale, MA 02131 |
| Phone | 617-971-8323 |
| Fax | 617-934-2540 |
| Office hours | 5-Sep |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $156.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $156.1M |