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).
Total Assets Under Management27MILLION
Total Number of Accounts175ACCOUNTS
Average Account Value$154,945
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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.