Daniel
Yeung
The Caprock Group, LLC
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About this Advisor
Daniel Yeung is a chartered financial analyst operating in Mercer Island, Washington, with 13 years of industry experience. Yeung is an advisor for The Caprock Group, LLC. They have spent all of their time as a financial advisor at The Caprock Group, Llc. Yeung maintains Series 66 and Series 63 licenses, designating them as a securities representative, and can advise clients in Washington. The Caprock Group, LLC is a company that has its headquarters in Boise, ID. It has offices in four locations and a total of 48 people on staff. It manages $6 billion in assets across its 291 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 10 charities and foundations. Of its 291 customer accounts, 84% are associated with high-net-worth clients who have at least $1 million in investable assets. The Caprock Group, LLC provides a number 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 management fee schedules typically vary depending on the financial services provided. Fees charged by The Caprock Group, LLC most likely consist of any combination of 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
Daniel Yeung Work History
Daniel has been registered as a financial advisor for 13 years.*
The Caprock Group
*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 Daniel Yeung 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
Park City, UT
San Jose, CA
Boise, ID
Mercer Island, WA
Boise, ID
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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