| VALUES + VALUE Balanced Rock Investment Advisors LLC
87262782 08 Dec 2016 | on 06 Nov 2023
| Investment management; Management of securities portfolios; Financial ... Class 036 Class 036 Insurance & Financial Services Investment management; Management of securities portfolios; Financial portfolio management; Financial advisory and consultancy services; Financial information and advisory services; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Investment of funds; Public equity investment management | | | BALANCED ROCK INVESTMENT ADVISORS Balanced Rock Investment Advisors LLC
85357859 28 Jun 2011 | on 19 May 2023
| Financial advisory and consultancy services; Financial advisory and co... Class 036 Class 036 Insurance & Financial Services Financial advisory and consultancy services; Financial advisory and consultancy services, namely, wealth management services; Financial analysis and consultation; Financial planning; Financial planning and investment advisory services; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Investment advisory services | |