Jeffrey Scott Friedstein

The Caprock Group, LLC

30 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningHigh Net WorthBusiness Owners

The Caprock Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

44 advisors

Number of Clients

408 clients

Average Client Portfolio

$24.9M average

Assets Under Management

$10.1B

Fee Structure

Location

800 West Main Street, Suite 1150, Boise, ID, 83702

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History

Regulatory History (1)

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Customer Dispute

November 2010

Settled

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Employment History

Current Registrations

The Caprock Group, LLC

April 2024 - Present · 1 yr 10 mos

Previous Registrations

Grey Street Capital, LLC

October 2018 - April 2024 · 5 yrs 6 mos

Goldman Sachs & CO. LLCBroker

January 1998 - May 2017 · 19 yrs 4 mos

Morgan Stanley & CO., IncorporatedBroker

April 1994 - December 1997 · 3 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.