Investment adviser · CRD 157424
BALANCED ROCK INVESTMENT ADVISORS
Investment adviser filing (IA)
BALANCED ROCK INVESTMENT ADVISORS LLC
ROSLINDALE, MA, United States · Form ADV filed May 13, 2026
- Regulatory AUM
- $193M Form ADV · Item 5.F
- Client accounts
- 834 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 80 | $134,446,925 | 69.6% |
| Individuals | 130 | $58,785,933 | 30.4% |
| Corporations & businesses | Fewer than 5 | $217 | 0.0% |
Filing source
Form ADV 2104610 · May 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 13, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4238 WASHINGTON STREET, SUITE 311ROSLINDALE, MA, 02131, United States
CRD 157424
Filing source
Form ADV 2104610 · May 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.