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Building 2BALANCED ROCK INVESTMENT ADVISORS

Map pinROSLINDALE, MA
Phone617-971-8323
NotebookSEC #801-128479
Total AUM
$193.2M
Employees
5
Clients
211

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4238 WASHINGTON STREET
SUITE 311
ROSLINDALE
MA 02131
United States
Operating Hours
9-5
Monday - Friday
Phone
617-971-8323
Other Offices
1

ReceiptFinancials

Total AUM
$193.2M
Accounts
834
Discretionary
$193.2M
Accounts
834
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
130
AUM
$58.8M
HNW Individual Clients
80
AUM
$134.4M
Corporation or Business Clients
1
AUM
$217

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALAMANHNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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