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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

TitlePresident, Portfolio Manager
OwnershipOver 75%
Control personYes
Since2011
View Balanced Rock Investment Advisors LLC →