The Caprock Group, LLC
The Caprock Group, LLC (CRD# 124272) is a financial advisory firm headquartered in Boise, ID. They manage $6,921,595,153 in 317 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management6,922MILLION
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Total Number of Accounts317ACCOUNTS
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Average Account Value$21,834,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, ID, IL, NJ, TX, UT, WA
Andy Pazdan (CRD# 5303940) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has over 16 years of experience in the finance industry.
James Rock (CRD# 5020387) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has over 18 years of experience in the finance industry.
Whitney Warmack (CRD# 5349630) is an Investment Advisor Representative working at The Caprock Group, LLC in Austin, TX and has over 16 years of experience in the finance industry.
Daniel Yeung (CRD# 5274149) is an Investment Advisor Representative working at The Caprock Group, LLC in Mercer Island, WA and has over 16 years of experience in the finance industry.
Kellianne Barrow (CRD# 6920356) is an Investment Advisor Representative working at The Caprock Group, LLC in San Jose, CA and has over 2 years of experience in the finance industry.
Casey Broderick (CRD# 7006185) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has over 5 years of experience in the finance industry.
Garrett Dinsmore (CRD# 6422077) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has 1 year of experience in the finance industry.
Joseph Gryniuk (CRD# 7401047) is an Investment Advisor Representative working at The Caprock Group, LLC in Mercer Island, WA and has 1 year of experience in the finance industry.
John Nordstrom (CRD# 7179756) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has over 4 years of experience in the finance industry.
Julia Northcott (CRD# 7516980) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has over 2 years of experience in the finance industry.