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THE CAPROCK GROUP, LLC
BOISE, ID
(208) 368-9600
SEC #801-61642Total AUM
$12.5B
Employees
67Clients
436Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
800 WEST MAIN STREET
SUITE 1150
BOISE
ID 83702
United States
SUITE 1150
BOISE
ID 83702
United States
Operating Hours
7:30 A.M. - 4:30 P.M.
Monday - Friday
Monday - Friday
Phone
(208) 368-9600
Other Offices
11
Financials
Total AUM
$12.5B
Accounts
436Discretionary
$12.2B
Accounts
434Non-Discretionary
$237.4M
Accounts
2
Clients
Individual Clients
22AUM
$17.4M
HNW Individual Clients
398AUM
$11.3B
Charitable Organization Clients
16AUM
$1.2B
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
WEALTH MANAGEMENT & CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLIDILMINJNYSCTXUTWAWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.