Natalie Dawn Holm

Employer firm

The Caprock Group, LLC CRD 124272

$12.5B regulatory AUM 436 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• WEALTH MANAGEMENT & CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → Present
  The Caprock Group, Inc.
  Boise, ID

Previous Registrations

• 2003-08-14 → 2011-11-01
  Lnw
  Seattle, WA

Exams

• S66 Uniform Combined State Law Examination
  1999-04-02

Designations

• Chartered Financial Analyst

Other Names

• Natalie Dawn Wernberg