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Home > Retirement Planners > idaho > boise > THE CAPROCK GROUP, LLC
THE CAPROCK GROUP, LLC
800 West Main Street
Suite 1150
Boise, Idaho 83702
Tel: (208) 368-9600
About THE CAPROCK GROUP, LLC
THE CAPROCK GROUP, LLC, formally registered with the SEC as THE CAPROCK GROUP, LLC. The firm was established in 12/17/2002. They have over 5 offices throughout the country.
THE CAPROCK GROUP, LLC is a Boise, Idaho based Financial Planning firm with nearly $5,919,748,883 assets under management, offering retirement planning & investment advisory services to 291 clients. The firm is staffed with 48 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 124272 |
| SEC# | 801-61642 |
| Assets Managed by Firm | $5,919,748,883 |
| No. of Clients | 291 |
| No. of Advisors | 48 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 291 | $5,919,748,883 |
| Individuals (other than high net worth individuals) | 37 | $19,397,068 |
| High net worth individuals | 244 | $5,298,504,607 |
| Charitable organizations | 10 | $601,847,208 |
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