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).

Current Firm Details
4238 Washington Street, Suite 311, Roslindale, MA 02131
https://www.linkedin.com/company/5199427/
By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    674
    ACCOUNTS
  • Average Account Value
    $204,217
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, MA, NH, TX

Financial Advisors at Balanced Rock Investment Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Daniel Flannery, financial advisor Roslindale MA
Daniel M. Flannery
CRD#: 5967382
4238 Washington Street, Suite 311, Roslindale, MA 02131

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.

2
Laura Daniels, financial advisor Roslindale MA
Laura M. Daniels
CRD#: 7337470
4238 Washington Street, Suite 311, Roslindale, MA 02131

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.

3
Brian Doherty, financial advisor Roslindale MA
Brian P. Doherty
CRD#: 7326163
4238 Washington Street, Suite 311, Roslindale, MA 02131

Brian Doherty (CRD# 7326163) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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