# BALANCED ROCK INVESTMENT ADVISORS LLC

BALANCED ROCK INVESTMENT ADVISORS LLC of ROSLINDALE, MA is an SEC-registered investment adviser.

## Registration

- CRD: 157424
- Type: SEC-registered investment adviser
- SEC file number: 801-128479
- Location: 4238 WASHINGTON STREET, SUITE 311, ROSLINDALE, MA, 02131
- Phone: 617-971-8323
- Latest filing: 2026-05-13
- Regulatory AUM: $193.2M
- Discretionary AUM: $193.2M
- Clients: 5
- Accounts: 834

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157424/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157424/similar
- Related entities: https://search.stillhousedata.com/firm/157424/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157424

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.