Overview
Assets Under Management: $193 million
Headquarters: ROSLINDALE, MA
High-Net-Worth Clients: 80
Average Client Assets: $1.7 million
Frequently Asked Questions
BALANCED ROCK INVESTMENT ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #157424), BALANCED ROCK INVESTMENT ADVISORS is subject to fiduciary duty under federal law.
BALANCED ROCK INVESTMENT ADVISORS is headquartered in ROSLINDALE, MA.
BALANCED ROCK INVESTMENT ADVISORS serves 80 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, BALANCED ROCK INVESTMENT ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
BALANCED ROCK INVESTMENT ADVISORS manages $193 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, BALANCED ROCK INVESTMENT ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.58%
Average Client Assets: $1.7 million
Total Client Accounts: 834
Discretionary Accounts: 834
Regulatory Filings
CRD Number: 157424
Filing ID: 2072662
Last Filing Date: 2026-03-27 14:02:23