Balanced Rock Investment Advisors

Balanced Rock Investment Advisors (CRD# 157424) is a financial advisory firm headquartered in Roslindale, MA. They manage $27,115,393 in 175 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Balanced Rock Investment Advisors
Showing 1 - 1 of 1 top financial advisors.
Daniel M. Flannery
CRD#: 5967382
4238 Washington St., Suite 313, Roslindale, MA 02131

Daniel Flannery (CRD# 5967382) is an Investment Advisor Representative working at Balanced Rock Investment Advisors in Roslindale, MA and has over 8 years of experience in the finance industry.

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