Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Ethan Grossman is an investment advisor representative at The Caprock Group, LLC. Chase has been in the industry since 2024, and is registered in California. Chase Grossman specializes in providing financial planning, portfolio management for individuals and businesses, and wealth management and consulting services. Chase works with clients including charitable organizations, high net worth individuals, and individuals other than high net worth.
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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CA
12/11/2024 - Present
THE Caprock Group, LLC (San Jose CA)
Active
Inactive
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