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The Caprock Group, LLC CRD 124272
$12.5B regulatory AUM 436 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
800 West Main Street Suite 1150, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2015-02-27 |
Branch Locations
1441 West Ute Blvd Suite 120, Park City, UT 84098 • United States
800 West Main Street Suite 1150, Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Caprock Group Inc. | Park City | UT | 02/2015 | Present |
National Ability Center, Not investment related, 1000 Ability Way, Park City, UT, Investment Committee, Review Investment Portfolio quarterly, 1 hour devoted per month. 0 hours during securities trades hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-10-12 |
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