BALANCED ROCK INVESTMENT ADVISORS LLC
Legal name: BALANCED ROCK INVESTMENT ADVISORS
CRD #157424 SEC #801-128479 ROSLINDALE, MA 617-971-8323
SEC Registered
Total AUM
$156.1M
Discretionary
$156.1M
Employees
4
Clients
101
Accounts
714
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $156.1M | $156.1M | $0 | 4 | 25 |
| Mar 2024 | $137.6M | $137.6M | $0 | 4 | 18 |
| Dec 2023 | $119.4M | $119.4M | $0 | 4 | 38 |
| Sep 2023 | $119.4M | $119.4M | $0 | 4 | 38 |
| Jun 2023 | $119.4M | $119.4M | $0 | 4 | 38 |
DateMar 2025
Total AUM$156.1M
Discretionary$156.1M
Non-Disc.$0
Employees4
Clients25
DateMar 2024
Total AUM$137.6M
Discretionary$137.6M
Non-Disc.$0
Employees4
Clients18
DateDec 2023
Total AUM$119.4M
Discretionary$119.4M
Non-Disc.$0
Employees4
Clients38
DateSep 2023
Total AUM$119.4M
Discretionary$119.4M
Non-Disc.$0
Employees4
Clients38
DateJun 2023
Total AUM$119.4M
Discretionary$119.4M
Non-Disc.$0
Employees4
Clients38