BALLYROCK INVESTMENT ADVISORS LLC

245 Summer Street
Boston, Massachusetts 02210
Tel: 617-563-7000

About BALLYROCK INVESTMENT ADVISORS LLC

BALLYROCK INVESTMENT ADVISORS LLC, formally registered with the SEC as BALLYROCK INVESTMENT ADVISORS LLC. The firm was established in 09/20/2001. They have over 1 offices throughout the country.

BALLYROCK INVESTMENT ADVISORS LLC is a Boston, Massachusetts based Financial Planning firm with nearly $6,511,660,560 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 0 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	115324
SEC#	801-60583
Assets Managed by Firm	$6,511,660,560
No. of Clients	18
No. of Advisors	0

Fee Structure

A percentage of AUM
Performance Based
Other (CLO WAREHOUSE RETURNS)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	18	$6,511,660,560

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