Erik CFP

Senior Associate at The Caprock Group, Inc. - Boise City, ID, US

Erik CFP's Colleagues at The Caprock Group, Inc.
Ahmad Khokhar

Investment Analyst - Venture Capital | Private Equity | Real Estate | Global Equities

Contact Ahmad Khokhar

Robert Kim

Senior Client Lead

Contact Robert Kim

Will Mech

Client Experience

Contact Will Mech

Erik Jensen

Senior Financial Advisor

Contact Erik Jensen

Michelle Mosey

Portfolio Reconciliation Analyst & Billing Specialist

Contact Michelle Mosey

View All Erik CFP's Colleagues
Erik CFP's Contact Details
HQ
208-368-9600
Location
Company
The Caprock Group, Inc.
Erik CFP's Company Details
The Caprock Group, Inc. logo, The Caprock Group, Inc. contact details

The Caprock Group, Inc.

Boise City, ID, US • 50 - 99 Employees
Investment Bank/Securities Brokerage

Established in 2005, Caprock is a privately-owned family office with locations in Newport Beach, Seattle, San Jose, Park City and Boise. We are an SEC-registered investment advisor, advising on ~$6.5 Billion in client assets. We develop customized wealth strategies for individuals and families who don't have the bandwidth or expertise to do so on their own. Our decisions are based on unbiased, rational analysis with one goal in mind: to protect and grow your wealth.

alternative assets private equity venture capital hedge funds private wealth management chief financial officer asset management CFO chief investment officer impact investing family office multi-family office family CFO personal CFO uhnw wealth management B2B Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about The Caprock Group, Inc.
Frequently Asked Questions about Erik CFP
Erik CFP currently works for The Caprock Group.
Erik CFP's role at The Caprock Group is Senior Associate.
Erik CFP's email address is ***@caprock.com. To view Erik CFP's full email address, please signup to ConnectPlex.
Erik CFP works in the Investment Management industry.
Erik CFP's colleagues at The Caprock Group, Inc. are Eric Osmundson, Ahmad Khokhar, Robert Kim, Will Mech, Erik Jensen, Richard Randolph, Michelle Mosey and others.
Erik CFP's phone number is 208-368-9600
See more information about Erik CFP