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THE CAPROCK GROUP, LLC
THE CAPROCK GROUP, LLC
BOISE, Idaho
·
11 registered advisors
·
CRD# 124272
SEC# 801-61642
8
(208) 368-9600
01
Firm Overview
AUM
$9.4B
Regulatory assets under management
Employees
63
Total firm employees
Advisors
11
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at THE CAPROCK GROUP, LLC
11 registered advisors
Alferd Craig Olson
BOISE, Idaho
CRD# 5007938
David Alan Otander
BOISE, Idaho
CRD# 1682731
Glenn Thomas Michael
BOISE, Idaho
CRD# 7082899
Gregory Aaron Brown
BOISE, Idaho
CRD# 5276924
Gregory James Mech
BOISE, Idaho
CRD# 730559
James Richard Rock
BOISE, Idaho
CRD# 5020387
Jefferson Richard Jewell
BOISE, Idaho
CRD# 5918668
Jeffrey Michael Gumeson
BOISE, Idaho
CRD# 3200125
Mark Kenneth Gustafson
BOISE, Idaho
CRD# 4784112
Michelle Mary Rock
BOISE, Idaho
CRD# 5834346
William Gordon Gilbert
BOISE, Idaho
CRD# 2628415
05
Office Locations
BOISE, Idaho
11 advisors
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Data sourced from SEC Form ADV filings. THE CAPROCK GROUP, LLC (CRD# 124272) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.