TrueAdvisor
TrueAdvisor
EJ
CFP
EJ
CFP

Erik Van Jensen

The Caprock Group, LLC
15 Years of Experience
View SEC Summary
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

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
The Caprock Group, LLC
January 2011 - Present · 15 yrs 1 mo
Previous Registrations
Clearwater Advisors, LLC
April 2010 - January 2011 · 9 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.