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
Jessica Haberman (CRD# 4552392) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has over 21 years of experience in the finance industry.
Natalie Holm (CRD# 3178507) is an Investment Advisor Representative working at The Caprock Group, LLC in Mercer Island, WA and has over 25 years of experience in the finance industry.
Erik Jensen (CRD# 4981299) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has 1 year of experience in the finance industry.
Jefferson Jewell (CRD# 5918668) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has over 12 years of experience in the finance industry.
Gregory Mech (CRD# 730559) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has over 42 years of experience in the finance industry.
William Mech (CRD# 7014752) 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.
Dallas Mock (CRD# 5008707) 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.
Michelle Mosey (CRD# 6744285) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has over 6 years of experience in the finance industry.
Eric Osmundson (CRD# 6560254) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has over 8 years of experience in the finance industry.
Joseph Page (CRD# 2457577) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has over 30 years of experience in the finance industry.