Unclaimed Profile

David Alan Otander

THE CAPROCK GROUP, INC.·BOISE, Idaho

Clean recordTHE CAPROCK GROUP, INC.

805 WEST IDAHO STREET, BOISE, ID 83702CRD# 1682731Firm CRD# 124272

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Alan Otander · BOISE, ID

Registration

CRD #1682731 · THE CAPROCK GROUP, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Alan Otander is a registered financial advisor based in BOISE, Idaho, affiliated with THE CAPROCK GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

THE CAPROCK GROUP, LLC

AUM

$9.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at THE CAPROCK GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1682731

Firm CRD# 124272

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Alan Otander offer?

David Alan Otander specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOISE, Idaho for a consultation.

What are David Alan Otander's credentials?

David Alan Otander is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Alan Otander located?

David Alan Otander is based in BOISE, Idaho, working with THE CAPROCK GROUP, INC.. Their office serves clients in the BOISE metropolitan area and surrounding communities.

How does David Alan Otander charge for services?

David Alan Otander's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE CAPROCK GROUP, INC.?

THE CAPROCK GROUP, INC. has approximately 63 employees and manages $9.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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