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Balanced Rock Investment Advisors LLC

EST. AUM
$193,233,075

CONTACTS

CLIENT ACCOUNTS
834

Firm Details

Metro area Boston
CRD Number 157424
Website balancedrockia.com
Client types

Overview

Balanced Rock Investment Advisors, LLC is a fee-only fiduciary financial advisory firm based in Roslindale, Massachusetts. The firm provides wealth management, financial planning, consulting, ESG and impact investing, and portfolio management services for clients nationally.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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