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Gregory James Mech

THE Caprock Group, LLC

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About Gregory James Mech

Gregory James Mech is a Registered Investment Advisor with The Caprock Group, LLC. Gregory has been in the financial industry since 1981 and has a broad range of experience in the industry. Gregory currently serves as the President of SilverLakes, a youth soccer facility. Gregory is also the owner of Inspire Partners, an equestrian consulting firm.

Firm Information

Gregory Mech 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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Gregory Mech’s Registration & Firm History

ID

03/19/2013 - Present

THE Caprock Group, LLC (BOISE ID)

CA

10/27/1986 - 03/01/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAGUNA HILLS CA)

NA

10/04/1983 - 10/18/1986

E. F. HUTTON & COMPANY INC

NA

05/18/1981 - 09/19/1983

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

IA

Issued 10/30/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/16/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 12/22/1999

Series 3 - National Commodity Futures Examination

BC

Issued 05/16/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory James Mech.
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