Kellianne
Barrow
The Caprock Group, LLC
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About this Advisor
Kellianne Barrow is a financial advisor based in San Jose, California, working with The Caprock Group, LLC. Kellianne has previously held positions at The Caprock Group, Baxter & Associates, Beeline Group, Lake Avenue Church, Azusa Pacific University, Trudy's Bridal And Special Occasion, and San Jose State University. Kellianne has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Kellianne is part of The Caprock Group, LLC, which operates out of San Jose, California. The firm has 4 offices and 50 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at The Caprock Group, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Caprock Group, LLC Brokerage Details
$6,921,595,153
50
317
$21,834,685
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Kellianne Barrow Work History
The Caprock Group
Baxter & Associates
Beeline Group
Lake Avenue Church
Azusa Pacific University
Trudy'S Bridal And Special Occasion
San Jose State University
Disclosures
Please visit the SEC profile of Kellianne Barrow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Caprock Group, LLC
Boise, ID
Boise, ID
Boise, ID
San Jose, CA
Green Village, NJ
New York, NY
Boise, ID
Boise, ID
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