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BALANCED ROCK INVESTMENT ADVISORS

Tel: 617-971-8323
4238 Washington Street
Suite 311
Roslindale, Massachusetts  02131

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BALANCED ROCK INVESTMENT ADVISORS

BALANCED ROCK INVESTMENT ADVISORS is a Roslindale, Massachusetts based financial advisory firm with nearly $137,642,490 in assets under management and provides investment advisory services for 674 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

157424

SEC#:

801-128479

No. of Clients:

674

Assets under Management

$137,642,490

No. of Advisors:

4

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