Unclaimed Profile

William Gordon Gilbert

THE CAPROCK GROUP, LLC·BOISE, Idaho

Clean recordTHE CAPROCK GROUP, LLC

800 WEST MAIN STREET, BOISE, ID 83702CRD# 2628415Firm CRD# 124272

Profile Verification

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

Identity

William Gordon Gilbert · BOISE, ID

Registration

CRD #2628415 · THE CAPROCK GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Gordon Gilbert 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.

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# 2628415

Firm CRD# 124272

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Gordon Gilbert offer?

William Gordon Gilbert specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOISE, Idaho for a consultation.

What are William Gordon Gilbert's credentials?

William Gordon Gilbert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Gordon Gilbert located?

William Gordon Gilbert 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 William Gordon Gilbert charge for services?

William Gordon Gilbert'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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