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
Kiersten Adling (CRD# 6291844) is an Investment Advisor Representative working at The Caprock Group, LLC in Park City, UT and has over 10 years of experience in the finance industry.
Monica Barrera (CRD# 1662932) is an Investment Advisor Representative working at The Caprock Group, LLC in Chicagp, IL and has over 21 years of experience in the finance industry.
Mark Berryman (CRD# 6024986) is an Investment Advisor Representative working at The Caprock Group, LLC in San Jose, CA and has over 6 years of experience in the finance industry.
Gregory Brown (CRD# 5276924) is an Investment Advisor Representative working at The Caprock Group, LLC in Mercer Island, WA and has over 17 years of experience in the finance industry.
Samuel Crume (CRD# 6390192) 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.
Nicolas Flores (CRD# 6109784) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has over 11 years of experience in the finance industry.
Jeffrey Friedstein (CRD# 2476721) is an Investment Advisor Representative working at The Caprock Group, LLC in Chicago, IL and has over 30 years of experience in the finance industry.
William Gilbert (CRD# 2628415) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has over 26 years of experience in the finance industry.
Laura Greenig (CRD# 5198525) is an Investment Advisor Representative working at The Caprock Group, LLC in Boise, ID and has over 13 years of experience in the finance industry.
Jeffrey Gumeson (CRD# 3200125) is an Investment Advisor Representative working at The Caprock Group, LLC in Park City, UT and has over 11 years of experience in the finance industry.