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Mark Kenneth Gustafson

THE Caprock Group, LLC

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About Mark Kenneth Gustafson

Mark Gustafson is a financial advisor with The Caprock Group, LLC. Mark is registered in Idaho as an Investment Advisor Representative. Mark is also a Chartered Financial Analyst. Mark has been with The Caprock Group, LLC since August 2005. Mark's firm provides wealth management and consulting services.

Firm Information

Mark Gustafson 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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Mark Gustafson’s Registration & Firm History

ID

05/05/2004 - Present

THE Caprock Group, LLC (BOISE ID)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Kenneth Gustafson.
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