Balanced Rock Investment Advisors
Balanced Rock Investment Advisors (CRD# 157424) is a financial advisory firm headquartered in Roslindale, MA. They manage $137,642,490 in 674 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management138MILLION
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Total Number of Accounts674ACCOUNTS
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Average Account Value$204,217
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, LA, MA, NH, TX
Daniel Flannery (CRD# 5967382) is an Investment Advisor Representative working at Balanced Rock Investment Advisors in Roslindale, MA and has over 15 years of experience in the finance industry.
Laura Daniels (CRD# 7337470) is an Investment Advisor Representative working at Balanced Rock Investment Advisors in Roslindale, MA and has over 3 years of experience in the finance industry.
Brian Doherty (CRD# 7326163) is an Investment Advisor Representative working at Balanced Rock Investment Advisors in Roslindale, MA and has over 4 years of experience in the finance industry.