GM
GM

Gregory James Mech

35 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

800 West Main Street, Suite 1150, Boise, ID, 83702

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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 president of Silverlakes, a youth soccer facility, dedicating a few hours per week to its development. He also owns Inspire Partners, an equestrian consulting business, spending minimal time on this activity.

Employment History
Current Registrations
The Caprock Group, LLC
March 2013 - Present · 12 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2004 - March 2011 · 6 yrs 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
March 1988 - October 2004 · 16 yrs 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Gregory James Mech - Financial Advisor | TrueAdvisor