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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Employment History
Current Registrations
The Caprock Group, LLC
December 2024 - Present · 1 yr 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Chase Ethan Grossman - Financial Advisor | TrueAdvisor