Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andy? Claim Your ProfileAndy G Pazdan is a registered Investment Advisor Representative with The Caprock Group, LLC. Andy has been in the industry since June 2006 and is registered in Idaho. The Caprock Group, LLC has been in business since June 2006. The firm manages approximately $9,361,493,116 in assets for 386 clients, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth individuals. The firm provides wealth management and consulting services, including financial planning, portfolio management, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wealth management & consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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ID
06/14/2007 - Present
THE Caprock Group, LLC (BOISE ID)
IA
Issued 06/13/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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