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
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street Boston, MA, 02210	$3,964,385,404,654	31349	1264
WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
STRATEGIC ADVISERS LLC 155 Seaport Blvd Boston, MA, 02210-2698	$824,740,096,815	1965880	269

Explore More Retirement Advisors in Roslindale, Massachusetts

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.