Unclaimed Profile

Gregory Aaron Brown

THE CAPROCK GROUP, LLC·BOISE, Idaho

Series 65Clean record19 years registeredTHE CAPROCK GROUP, LLC

800 WEST MAIN STREET, BOISE, ID 83702CRD# 5276924Firm CRD# 124272

Profile Verification

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

Identity

Gregory Aaron Brown · BOISE, ID

Registration

CRD #5276924 · THE CAPROCK GROUP, LLC · 19 years registered

Brand Profile

Not yet started

Career History

THE CAPROCK GROUP, LLC

Mar 2007 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 26, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE CAPROCK GROUP, LLC

CRD 124272 · SEC 801-61642

AUM

$9.4B

Regulatory assets under management

Employees

386 client accounts

Services offered by THE CAPROCK GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at THE CAPROCK GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Aaron Brown offer?

Gregory Aaron Brown specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOISE, Idaho for a consultation.

What are Gregory Aaron Brown's credentials?

Gregory Aaron Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Aaron Brown located?

Gregory Aaron Brown is based in BOISE, Idaho, working with THE CAPROCK GROUP, LLC. Their office serves clients in the BOISE metropolitan area and surrounding communities.

How does Gregory Aaron Brown charge for services?

Gregory Aaron Brown'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, LLC?

THE CAPROCK GROUP, LLC 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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