GB
GB

Gregory Aaron Brown

18 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
44 advisors
Number of Clients
408 clients
Average Client Portfolio
$24.9M average
Assets Under Management
$10.1B

Fee Structure

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Location

Island Corporate Center, Suite 640, 7525 Southeast 24th Street, Mercer Island, WA, 98040

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gregory is the principal and managing director of Delta Ventures, LLC, a venture development and private investment company, dedicating minimal time. He is also a principal investor in La Plaza International LLC and an advisory board member for Shiftboard.com, spending minimal time on each.

Employment History
Current Registrations
The Caprock Group, LLC
March 2007 - Present · 18 yrs 11 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.