Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > massachusetts > roslindale > BALANCED ROCK INVESTMENT ADVISORS
BALANCED ROCK INVESTMENT ADVISORS
4238 Washington Street
Suite 311
Roslindale, Massachusetts 02131
Tel: 617-971-8323
About BALANCED ROCK INVESTMENT ADVISORS
BALANCED ROCK INVESTMENT ADVISORS, formally registered with the SEC as BALANCED ROCK INVESTMENT ADVISORS. The firm was established in 07/31/2023. They have over 1 offices throughout the country.
BALANCED ROCK INVESTMENT ADVISORS is a Roslindale, Massachusetts based Financial Planning firm with nearly $137,642,490 assets under management, offering retirement planning & investment advisory services to 674 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157424 |
| SEC# | 801-128479 |
| Assets Managed by Firm | $137,642,490 |
| No. of Clients | 674 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 674 | $137,642,490 |
| Individuals (other than high net worth individuals) | 134 | $58,055,198 |
| High net worth individuals | 49 | $76,963,554 |
| Corporations or other businesses | Fewer than 5 clients | $2,623,738 |
More Retirement Planning firms in Roslindale, Massachusetts:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Roslindale, Massachusetts