BALANCED ROCK INVESTMENT ADVISORS LLC of ROSLINDALE, MA is an SEC-registered investment adviser (CRD 157424). Regulatory assets under management: $193.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Daniel Maclay Flannery | PRESIDENT, PORTFOLIO MANAGER | — |
| Thomas Joseph Higgins | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |
| HIGGINS THOMAS JOSEPH | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |
| FLANNERY DANIEL MACLAY | PRESIDENT, PORTFOLIO MANAGER | — |