Balanced Rock Investment Advisors
Balanced Rock Investment Advisors is an SEC-registered mass-market adviser in Roslindale, MA with $193.2M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Balanced Rock Investment Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 157424, SEC 801-128479, data through 2026-05-13.
- AUM (assets under management / regulatory AUM)
- $193.2M (2026-05-13)
- Firm type
- Mass-Market Adviser
- Location
- Roslindale, MA
- Employees
- 5
- Clients
- 210
- CRD
- 157424
- Ownership
- FLANNERY, DANIEL, MACLAY; HIGGINS, THOMAS, JOSEPH
How much AUM does Balanced Rock Investment Advisors have?
Balanced Rock Investment Advisors reported $193.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-13).
Who owns Balanced Rock Investment Advisors?
Disclosed owners and executives of Balanced Rock Investment Advisors include FLANNERY, DANIEL, MACLAY, HIGGINS, THOMAS, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.