Timothy
Simon
The Caprock Group, LLC
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About this Advisor
Timothy Simon is a financial advisor based in Green Village, New Jersey, working with The Caprock Group, LLC. Timothy has previously held positions at Barclays Capital Inc, Rose Management Group, and Grey Street Capital. Timothy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Timothy is part of The Caprock Group, LLC, which operates out of Green Village, New Jersey. 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
Timothy Simon Work History
Grey Street Capital
Rose Management Group
Barclays Capital Inc
Disclosures
Please visit the SEC profile of Timothy Simon 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
New York, NY
Green Village, NJ
Boise, ID
Boise, ID
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