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Balanced Rock Investment Advisors CRD 157424
$193M regulatory AUM 19 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4238 Washington Street Suite 311, Roslindale, MA 02131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-07-11 |
| LA | RA | APPROVED | 2022-04-04 |
| TX | RA | APPROVED_RES | 2020-05-20 |
| MA | RA | APPROVED | 2011-09-22 |
Branch Locations
4238 Washington Street Suite 311, Roslindale, MA 02131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Balanced Rock Investment Advisors, Llc | Roslindale | MA | 03/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-23 |
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