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BALLYROCK INVESTMENT ADVISORS LLC

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

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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 StatusApproved
Firm CRD#115324
SEC#801-60583
Assets Managed by Firm$6,511,660,560
No. of Clients18
No. of Advisors0

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 ClientsAUM
Firm Total18$6,511,660,560

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