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Daniel Luikwong Yeung

THE Caprock Group, LLC

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About Daniel Luikwong Yeung

Daniel Luikwong Yeung is a registered investment advisor representative at The Caprock Group, LLC. Daniel has been a financial advisor since 2007. He is registered in Washington. Daniel has also worked as an advisor for Edward Jones and Foreside Fund Services, LLC. Daniel is a Chartered Financial Analyst and has a current, active registration with the Investment Advisor Association.

Firm Information

Daniel Yeung is currently registered with THE Caprock Group, LLC. THE Caprock Group, LLC is a wealth management and consulting firm based in Boise, ID. They provide financial planning, selection of other advisers, and portfolio management services to individuals, businesses, and charitable organizations. The firm manages approximately $9.36 billion in assets.
THE Caprock Group, LLC

800 WEST MAIN STREET

BOISE, ID 83702

$9.36B

Assets Under Management

386

Total Clients

39

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wealth management & consulting

Wealth management & consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Yeung’s Registration & Firm History

WA

09/01/2010 - Present

THE Caprock Group, LLC (MERCER ISLAND WA)

MO

04/08/2009 - 07/31/2009

EDWARD JONES (ST. LOUIS MO)

WA

07/09/2007 - 04/21/2008

FORESIDE FUND SERVICES, LLC (SEATTLE WA)

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Licenses & Designations

BOTH

Issued 06/12/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/14/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/2009

Series 7 - General Securities Representative Examination

BC

Issued 07/07/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Luikwong Yeung.
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