Gregory
Mech
The Caprock Group, LLC
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About this Advisor
Gregory Mech is a financial advisor operating out of Boise, Idaho with 10 years of relevant experience. Mech is on the advisory team at The Caprock Group, LLC. Their career trajectory has included roles at The Caprock Group, Inc, Emaxx Partners, Silver Lakes, Peppertree Equestrian and Inspire Partners. Mech maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California. The Caprock Group, LLC is a company based in Boise, ID. The company has offices in four locations and a total of 48 employees. It has $6 billion in assets under management between its 291 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 10 charitable organizations. Of its 291 client accounts, 84% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business has a broad array of services, including 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. Financial advisory fees typically vary depending on which services the firm provides the client. Fees billed by The Caprock Group, LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Caprock Group, LLC Brokerage Details
$5,919,748,883
48
291
$20,342,780
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
Gregory Mech Work History
Gregory has been registered as a financial advisor for 10 years.*
The Caprock Group, Inc
Silver Lakes
Inspire Partners
Emaxx Partners
Peppertree Equestrian
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Mech 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
Park City, UT
Boise, ID
Mercer Island, WA
Boise, ID
Boise, ID
San Jose, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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