TrueAdvisor
TrueAdvisor
CK
CFP
CK
CFP

Christa Nicole Kunick

The Caprock Group, LLC
6 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

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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.

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Employment History
Current Registrations
The Caprock Group, LLC
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
D.A. Davidson & CO.
December 2019 - June 2022 · 2 yrs 6 mos
D.A. Davidson & CO.Broker
November 2019 - June 2022 · 2 yrs 7 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.