| Document Date: 2014-05-03 20:50:14
Open Document File Size: 284,12 KBShare Result on Facebook
City Roslindale / / Company Balanced Rock Investment Advisors LLC / ERISA Advisor Fees / Firm Information Balanced Rock Investment Advisors LLC / Non-Discretionary Assets Under Management / B. / ERISA Advisor Services / Discretionary ERISA Advisor Services / Wealth Management / ERISA Advisor Services Wealth / E. Assets Under Management BRIA / / Currency USD / / / Event Business Partnership / / / IndustryTerm investment advisory services / advisory services / certain predetermined services / satellite portions / bona fide advisory services / custodial or other administrative services / account management / portfolio management / internet sources / financial advisory services / satellite portion / educational services / insurance needs / Investment management services / analytical software / financial media / investment management / / Organization U.S. Securities and Exchange Commission / Fees and Termination Either party / / Person Daniel M. Flannery / / / Position Custodian / manager to the Participants / Advisor / ERISA Advisor Services / investment manager / Governor / President / accountant / attorney / Chief Compliance Officer and Portfolio Manager / Advisors / Principal Officer / investment advisor / fiduciary investment advisor / qualified custodian / designated Custodian / Non-Discretionary ERISA Advisor Services / Investment Adviser Public Disclosure website / Registered Investment Adviser / custodian and executing broker-dealer / Registered Investment Advisor / Investment Strategies General Strategy / / Product investment advisory services / each Client / Client / / ProvinceOrState Massachusetts / / URL www.adviserinfo.sec.gov / www.BalancedRockIA.com / /
SocialTag |
Microsoft Word - Form ADV 2A & 2B - Balanced Rock Investment AdvisorsFINAL rev