AdvisorOS Directory
Claim Profile
JR

James Richard Rock

THE CAPROCK GROUP, LLC·BOISE, Idaho
Unclaimed Profile
800 WEST MAIN STREET, BOISE, ID 83702CRD# 5020387Firm CRD# 124272
01

About

James Richard Rock is a registered financial advisor based in BOISE, Idaho, affiliated with THE CAPROCK GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
THE CAPROCK GROUP, LLC
THE CAPROCK GROUP, LLC
AUM
$9.4B
Regulatory assets under management
Employees
63
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5020387
Firm CRD# 124272
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BOISE?

Browse all registered financial advisors in BOISE, Idaho or claim this profile if it's yours.

Browse BOISE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Richard Rock offer?
James Richard Rock specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOISE, Idaho for a consultation.
What are James Richard Rock's credentials?
James Richard Rock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Richard Rock located?
James Richard Rock 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 James Richard Rock charge for services?
James Richard Rock'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BOISE
Brian Mcgrath — D.B. FITZPATRICK & CO., INC.Brandon Craig Fitzpatrick — D.B. FITZPATRICK & CO., INC.Dennis Bernard Fitzpatrick — D.B. FITZPATRICK & CO., INC.Cody Bill Barney — D.B. FITZPATRICK & CO., INC.Benjamin Carl Warren — TUMWATER WEALTH MANAGEMENT, LLC
Nearby cities in Idaho
EAGLE (31)KETCHUM (27)IDAHO FALLS (20)MERIDIAN (16)MOSCOW (10)
City Guides
EAGLE GuideKETCHUM GuideIDAHO FALLS GuideMERIDIAN GuideMOSCOW Guide
Research
Advisor Fees in IdahoNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile