Gregory
Brown
The Caprock Group, LLC
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About this Advisor
Gregory Brown is a financial advisor based in Mercer Island, Washington, working with The Caprock Group, LLC. Gregory has previously held positions at The Caprock Group, Inc and Delta Ventures, LLC. Gregory has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Gregory is part of The Caprock Group, LLC, which operates out of Mercer Island, Washington. 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
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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
Gregory Brown Work History
The Caprock Group, Inc
Delta Ventures, LLC
Disclosures
Please visit the SEC profile of Gregory Brown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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