BALANCED ROCK INVESTMENT ADVISORS LLC
Doing business as BALANCED ROCK INVESTMENT ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$193,233,075
Discretionary
$193,233,075
Non-discretionary
$0
Firm details
- CRD number
- 157424
- SEC file number
- 801-128479
- Main office
- ROSLINDALE, MA, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.