linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Natalie Dawn Holm

THE Caprock Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Natalie? Claim Your Profile

About Natalie Dawn Holm

Natalie Holm is a financial advisor with The Caprock Group, LLC. Natalie has been a registered representative since 1999. Natalie has been with The Caprock Group, LLC since 2011, and is registered in Washington. Natalie earned a Series 66 license in 1999. Natalie is a Chartered Financial Analyst and holds a designation as a Chartered Financial Analyst. The Caprock Group, LLC is an investment advisory firm based in Boise, Idaho. The firm provides financial planning and portfolio management services to individuals, families, and businesses. The Caprock Group, LLC is a registered investment advisor with the Securities and Exchange Commission. The firm's services include portfolio management, financial planning, and wealth management.

Firm Information

Natalie Holm 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Natalie Holm’s Registration & Firm History

WA

12/14/2011 - Present

THE Caprock Group, LLC (MERCER ISLAND WA)

WA

04/07/1999 - 03/06/2000

RUSSELL FUND DISTRIBUTORS, INC. (SEATTLE WA)

Not sure if Natalie Dawn Holm is right for you?

Licenses & Designations

BOTH

Issued 04/02/1999

Series 66 - Uniform Combined State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Natalie Dawn Holm.
Not sure if Natalie Dawn Holm is right for you?