Active
BALANCED ROCK INVESTMENT ADVISORS
Investment Advice|ROSLINDALE, MA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$156.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 156.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 157424 |
| SEC Number | 801-128479 |
| Street Address | 4238 WASHINGTON STREET |
| Street Address 2 | SUITE 311 |
| Location | ROSLINDALE, MA 02131 |
| Country | United States |
| Phone | 617-971-8323 |
| Fax | 617-934-2540 |
| Total Employees | 4 |
Client Count by Type (183 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 118 |
| High Net Worth Individual… | 65 |
Community Partners
BOSTON, CITY OF
CITY OF BOSTON
CITY OF CHELSEA
CITY OF REVERE
CITY OF WINTHROP TOWN
ECONOMIC DEVELOPMENT AND INDUSTRIAL CORPORATION OF BOSTON
TOWN CLERK OFFICE
TOWN WINTHROP PUBLIC SCHOOLS
BOSTON, CITY OF
CITY OF BOSTON
CITY OF CHELSEA
CITY OF REVERE
CITY OF WINTHROP TOWN
ECONOMIC DEVELOPMENT AND INDUSTRIAL CORPORATION OF BOSTON
TOWN CLERK OFFICE
TOWN WINTHROP PUBLIC SCHOOLS
BOSTON, CITY OF
CITY OF BOSTON
CITY OF CHELSEA
CITY OF REVERE
CITY OF WINTHROP TOWN
ECONOMIC DEVELOPMENT AND INDUSTRIAL CORPORATION OF BOSTON
TOWN CLERK OFFICE
TOWN WINTHROP PUBLIC SCHOOLS
Municipal Government
8 Active
8
Organizations
BOSTON PUBLIC HEALTH COMMISSION
BOSTON REDEVEL AUTHORITY
CHELSEA HOUSING AUTHORITY
ENERGY & ENVIRONMENTAL AFFAIRS, MASSACHUSETTS EXECUTIVE OFFICE OF
METRO NORTH REGIONAL EMERGENCY COMMUNICATIONS CENTER
REVERE HOUSING AUTHORITY INC
WINTHROP HOUSING AUTHORITY
BOSTON PUBLIC HEALTH COMMISSION
BOSTON REDEVEL AUTHORITY
CHELSEA HOUSING AUTHORITY
ENERGY & ENVIRONMENTAL AFFAIRS, MASSACHUSETTS EXECUTIVE OFFICE OF
METRO NORTH REGIONAL EMERGENCY COMMUNICATIONS CENTER
REVERE HOUSING AUTHORITY INC
WINTHROP HOUSING AUTHORITY
BOSTON PUBLIC HEALTH COMMISSION
BOSTON REDEVEL AUTHORITY
CHELSEA HOUSING AUTHORITY
ENERGY & ENVIRONMENTAL AFFAIRS, MASSACHUSETTS EXECUTIVE OFFICE OF
METRO NORTH REGIONAL EMERGENCY COMMUNICATIONS CENTER
REVERE HOUSING AUTHORITY INC
WINTHROP HOUSING AUTHORITY
Special District
7 Active
7
Organizations
BOSTON CITY SCH
CHELSEA CITY SCH
EDWARD BROOKE CHARTER SCHOOL
REVERE CITY SCH
SHORE EDUCATIONAL COLLABORATIV
WINTHROP PUBLIC SCHOOLS
BOSTON CITY SCH
CHELSEA CITY SCH
EDWARD BROOKE CHARTER SCHOOL
REVERE CITY SCH
SHORE EDUCATIONAL COLLABORATIV
WINTHROP PUBLIC SCHOOLS
BOSTON CITY SCH
CHELSEA CITY SCH
EDWARD BROOKE CHARTER SCHOOL
REVERE CITY SCH
SHORE EDUCATIONAL COLLABORATIV
WINTHROP PUBLIC SCHOOLS
School District
6 Active
6
Organizations
100 WAYS OF GIVING CORP
136 SALON
1391 HYDE PARK AVENUE CONDO ASSOCIATION
313 LT FRANCES Y SLANGER POST
425 PROPERTY ASSOCIATION OF ALPHA
54th Massachusetts Volunteer Infantry Company A Inc
60 PLUS VETERANS GROUP
736 NATICK POST
AASHKA COMPANY
ABRAHAM LINCOLN SCHOOL PTA
ABUSE VICTIM HOTLINE INC
ACADEMY OF INTERNATIONAL BUSINESS US NE CHAPTER
ACADEMY OF PACIFIC RIM CHARTER
ACE IT EDUCATION INC
ACTING SINGERS PROJECT
ADA IDE MASSACHUSETTS INC
ADMIRALS HILL ASSISTED LIVING CORP II
ADRIS LEGACY INC
AFOREMENTIONED PRODUCTIONS
AFRICAN CHILDREN FUND INC
100 WAYS OF GIVING CORP
136 SALON
1391 HYDE PARK AVENUE CONDO ASSOCIATION
313 LT FRANCES Y SLANGER POST
425 PROPERTY ASSOCIATION OF ALPHA
54th Massachusetts Volunteer Infantry Company A Inc
60 PLUS VETERANS GROUP
736 NATICK POST
AASHKA COMPANY
ABRAHAM LINCOLN SCHOOL PTA
ABUSE VICTIM HOTLINE INC
ACADEMY OF INTERNATIONAL BUSINESS US NE CHAPTER
ACADEMY OF PACIFIC RIM CHARTER
ACE IT EDUCATION INC
ACTING SINGERS PROJECT
ADA IDE MASSACHUSETTS INC
ADMIRALS HILL ASSISTED LIVING CORP II
ADRIS LEGACY INC
AFOREMENTIONED PRODUCTIONS
AFRICAN CHILDREN FUND INC
100 WAYS OF GIVING CORP
136 SALON
1391 HYDE PARK AVENUE CONDO ASSOCIATION
313 LT FRANCES Y SLANGER POST
425 PROPERTY ASSOCIATION OF ALPHA
54th Massachusetts Volunteer Infantry Company A Inc
60 PLUS VETERANS GROUP
736 NATICK POST
AASHKA COMPANY
ABRAHAM LINCOLN SCHOOL PTA
ABUSE VICTIM HOTLINE INC
ACADEMY OF INTERNATIONAL BUSINESS US NE CHAPTER
ACADEMY OF PACIFIC RIM CHARTER
ACE IT EDUCATION INC
ACTING SINGERS PROJECT
ADA IDE MASSACHUSETTS INC
ADMIRALS HILL ASSISTED LIVING CORP II
ADRIS LEGACY INC
AFOREMENTIONED PRODUCTIONS
AFRICAN CHILDREN FUND INC
Nonprofit Organization
605 Active
605
Organizations
Community Partners71 organizations
BOSTON, CITY OF
Municipal Government·BOSTON
CITY OF WINTHROP TOWN
Municipal Government·WINTHROP
ECONOMIC DEVELOPMENT AND INDUSTRIAL CORPORATION OF BOSTON
Municipal Government·BOSTON
TOWN CLERK OFFICE
Municipal Government·WINTHROP
TOWN WINTHROP PUBLIC SCHOOLS
Municipal Government·WINTHROP
BOSTON PUBLIC HEALTH COMMISSION
Special District·BOSTON
BOSTON REDEVEL AUTHORITY
Special District·BOSTON
ENERGY & ENVIRONMENTAL AFFAIRS, MASSACHUSETTS EXECUTIVE OFFICE OF
Special District·BOSTON
REVERE HOUSING AUTHORITY INC
Special District·REVERE
WINTHROP HOUSING AUTHORITY
Special District·WINTHROP
EDWARD BROOKE CHARTER SCHOOL
School District·ROSLINDALE
SHORE EDUCATIONAL COLLABORATIV
School District·CHELSEA
WINTHROP PUBLIC SCHOOLS
School District·WINTHROP
100 WAYS OF GIVING CORP
Nonprofit Organization·Roslindale
136 SALON
Nonprofit Organization·ROSLINDALE
1391 HYDE PARK AVENUE CONDO ASSOCIATION
Nonprofit Organization·Hyde Park
313 LT FRANCES Y SLANGER POST
Nonprofit Organization·Revere
425 PROPERTY ASSOCIATION OF ALPHA
Nonprofit Organization·WINTHROP
54th Massachusetts Volunteer Infantry Company A Inc
Nonprofit Organization·HYDE PARK
60 PLUS VETERANS GROUP
Nonprofit Organization·Hyde Park
736 NATICK POST
Nonprofit Organization·Revere
AASHKA COMPANY
Nonprofit Organization·HYDE PARK
ABRAHAM LINCOLN SCHOOL PTA
Nonprofit Organization·REVERE
ABUSE VICTIM HOTLINE INC
Nonprofit Organization·REVERE
ACADEMY OF INTERNATIONAL BUSINESS US NE CHAPTER
Nonprofit Organization·Roslindale
ACADEMY OF PACIFIC RIM CHARTER
Nonprofit Organization·HYDE PARK
ACE IT EDUCATION INC
Nonprofit Organization·REVERE
ACTING SINGERS PROJECT
Nonprofit Organization·Roslindale
ADA IDE MASSACHUSETTS INC
Nonprofit Organization·HYDE PARK
ADMIRALS HILL ASSISTED LIVING CORP II
Nonprofit Organization·CHELSEA
ADRIS LEGACY INC
Nonprofit Organization·Chelsea
AFOREMENTIONED PRODUCTIONS
Nonprofit Organization·Roslindale
AFRICAN CHILDREN FUND INC
Nonprofit Organization·Hyde Park
AFRICAN ECONOMIC & COMMUNITY DEV FOUNDTN
Nonprofit Organization·WINTHROP
AFRICAN HEALTH PROVIDER NETWORK INCORPORATED
Nonprofit Organization·Hyde Park
AFRIMERICAN CULTURE INITIATIVE INC
Nonprofit Organization·HYDE PARK
ALLIANCE FOR PRISON JUSTICE INC
Nonprofit Organization·Winthrop
AMATEUR ATHLETIC UNION OF THE
Nonprofit Organization·HYDE PARK
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·ROSLINDALE
AMBASSADOR 4 CHRIST INC
Nonprofit Organization·HYDE PARK
AMERICAN FEDERATION OF GOVT EMPLOYEES LOCAL 2617
Nonprofit Organization·REVERE
AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGS
Nonprofit Organization·Roslindale
AMERICAN LEGION
Nonprofit Organization·Revere
AMERICAN LEGION
Nonprofit Organization·Winthrop
AMERICAN LEGION
Nonprofit Organization·ROSLINDALE
AMERICAN LEGION WINTHROP PIOST 146 INC
Nonprofit Organization·WINTHROP
AMERICA WALKS INC
Nonprofit Organization·ROSLINDALE
AMINAS COMMUNITY HEALTH COVERAGE
Nonprofit Organization·HYDE PARK
AMU SCORE PROJECT INC
Nonprofit Organization·Roslindale
AMVETS
Nonprofit Organization·REVERE
AMVETS
Nonprofit Organization·Winthrop
ANIMAL TALKS INC
Nonprofit Organization·ROSLINDALE
ANIOMA ASSOCIATION USA INC MASSACHUSETTS CHAPTER
Nonprofit Organization·HYDE PARK
APOLLINAIRE THEATRE COMPANY
Nonprofit Organization·CHELSEA
ARCHDALE COMMUNITY CENTER
Nonprofit Organization·ROSLINDALE
ARQUA WK MINISTRY INC
Nonprofit Organization·HYDE PARK
ARS INC
Nonprofit Organization·Roslindale
ASSOCIATION FOR THE DEVELOPMENT OF LAZILE INC
Nonprofit Organization·Roslindale
Association of Massachusetts Wetland
Nonprofit Organization·Chelsea
ASYLUM SUPPORT FUND INC
Nonprofit Organization·Chelsea
A WOMAN'S CONCERN INC
Nonprofit Organization·REVERE
AYNI INSTITUTE INC
Nonprofit Organization·REVERE
AYP BUSINESS SCHOOL
Nonprofit Organization·Revere